ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4230.00%0.01%0.02%Q2 2012Q3 202345
NATIXIS ADVISORS, L.P. 42420.02%0.08%0.20%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.02%0.24%0.47%Q2 2013Q3 202342
LPL Financial LLC 42420.10%0.18%0.47%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.05%0.17%0.35%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.04%0.08%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.08%0.49%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.12%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.05%0.20%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.13%0.66%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.03%0.10%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.04%0.13%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.04%0.11%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.03%0.10%0.18%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.05%0.40%2.20%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.40%0.65%1.18%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.01%0.02%0.04%Q2 2013Q3 202342
LaFleur & Godfrey LLC 42420.35%0.76%1.18%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.04%Q2 2013Q3 202342
FCA CORP /TX 42421.46%2.20%2.83%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.07%1.06%4.36%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.04%0.12%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.04%0.12%Q2 2013Q3 202342
Atria Investments, Inc 3560.04%0.18%0.55%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 4010.03%0.08%0.16%Q2 2013Q3 202341
Regal Investment Advisors LLC 41410.32%0.79%3.20%Q3 2013Q3 202341
COURIER CAPITAL LLC 41410.07%0.44%1.60%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.10%0.40%Q4 2013Q3 202341
Destination Wealth Management 41410.85%1.77%3.70%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.92%4.14%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
JAMES INVESTMENT RESEARCH INC 41410.00%1.01%2.52%Q3 2013Q3 202341
HighTower Advisors, LLC 41410.00%0.07%0.30%Q3 2013Q3 202341
Bank of New York Mellon Corp 41410.00%0.00%0.02%Q3 2013Q3 202341
CHATHAM CAPITAL GROUP, INC. 3470.20%2.84%5.06%Q2 2013Q3 202341
US BANCORP \DE\ 40400.00%0.10%0.42%Q4 2013Q3 202340
Creative Planning 3370.00%0.01%0.03%Q3 2013Q3 202340
SSI INVESTMENT MANAGEMENT LLC 3460.03%0.34%0.84%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.14%0.73%Q3 2013Q3 202340
ALESCO ADVISORS LLC 40400.04%2.90%7.93%Q4 2013Q3 202340
WHITE PINE CAPITAL LLC 40400.05%0.66%3.42%Q4 2013Q3 202340
Smithfield Trust Co 3540.00%0.71%3.96%Q4 2013Q3 202339
Cetera Advisors LLC 39390.02%0.13%0.44%Q1 2014Q3 202339
Penobscot Investment Management Company, Inc. 39390.11%0.54%0.91%Q1 2014Q3 202339
LINCOLN NATIONAL CORP 3180.02%0.25%0.64%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.06%0.24%Q1 2014Q3 202339
PINNACLE ASSOCIATES LTD 2530.00%0.06%0.30%Q4 2013Q3 202338
CABOT WEALTH MANAGEMENT INC 2990.04%0.37%1.28%Q2 2013Q4 202238
WELCH & FORBES LLC 38380.01%0.01%0.04%Q2 2014Q3 202338
Laffer Tengler Investments, Inc. 38380.06%0.32%1.33%Q3 2013Q4 202238
Cetera Advisor Networks LLC 3070.02%0.11%0.28%Q4 2013Q3 202337
VICUS CAPITAL 37370.04%0.41%1.50%Q3 2014Q3 202337
Rehmann Capital Advisory Group 2020.03%0.07%0.16%Q4 2013Q3 202337
Efficient Advisors, LLC 37370.02%0.23%0.42%Q2 2014Q2 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.01%0.12%0.62%Q3 2014Q3 202337
UBS Group AG 36360.04%0.07%0.10%Q4 2014Q3 202336
Sigma Planning Corp 36360.10%0.54%1.67%Q4 2014Q3 202336
PEDDOCK CAPITAL ADVISORS, LLC 36360.10%1.07%2.70%Q4 2014Q3 202336
CAPTRUST FINANCIAL ADVISORS 2310.00%0.04%0.26%Q3 2013Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.01%0.05%Q2 2013Q3 202336
Advisory Services Network, LLC 2710.01%0.24%0.80%Q4 2013Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.01%0.02%Q4 2014Q3 202336
Towercrest Capital Management 36361.41%3.87%6.36%Q4 2014Q3 202336
FIRST UNITED BANK & TRUST 35350.15%0.70%2.02%Q1 2015Q3 202335
1832 Asset Management L.P. 35350.00%0.01%0.05%Q1 2015Q3 202335
OPPENHEIMER & CO INC 3140.01%0.10%0.21%Q1 2014Q3 202335
ST GERMAIN D J CO INC 3230.00%1.93%4.14%Q2 2013Q4 202335
COLONY GROUP LLC 1490.01%0.10%0.41%Q4 2013Q2 202335
INTERACTIVE FINANCIAL ADVISORS, INC. 35350.05%0.23%0.81%Q2 2014Q4 202235
LEUTHOLD GROUP, LLC 1210.09%1.16%3.30%Q3 2013Q1 202335
Dakota Wealth Management 1730.04%0.46%1.33%Q4 2014Q3 202334
BANK OF THE WEST 34340.10%2.40%6.38%Q3 2014Q4 202234
MERIDIAN MANAGEMENT CO 34340.25%1.55%7.20%Q2 2015Q3 202334
HOLLENCREST CAPITAL MANAGEMENT 2540.00%0.07%0.20%Q4 2013Q3 202334
Stratos Wealth Partners, LTD. 24100.01%0.16%0.85%Q1 2015Q3 202334
Valmark Advisers, Inc. 19140.01%0.29%1.06%Q3 2013Q3 202333
REGIONS FINANCIAL CORP 33330.01%0.04%0.11%Q3 2015Q3 202333
Baker Avenue Asset Management, LP 2730.03%0.70%1.56%Q2 2013Q3 202333
Allworth Financial LP 3210.00%0.50%5.71%Q1 2015Q3 202333
Dynamic Advisor Solutions LLC 33330.04%0.42%1.02%Q3 2015Q3 202333
Freedom Investment Management, Inc. 21120.03%0.33%0.92%Q1 2013Q3 202233
Granite Investment Advisors, LLC 33330.53%1.08%1.67%Q3 2013Q3 202133
WOODMONT INVESTMENT COUNSEL LLC 32320.04%0.67%1.47%Q2 2015Q1 202332
EDMOND DE ROTHSCHILD HOLDING S.A. 32320.01%0.04%0.18%Q2 2015Q1 202332
MV CAPITAL MANAGEMENT, INC. 32320.00%10.08%19.32%Q4 2014Q3 202232
M&T BANK CORP 1520.00%0.01%0.05%Q3 2014Q3 202332
HUNTINGTON NATIONAL BANK 2910.00%0.05%0.11%Q3 2013Q3 202332
Mariner, LLC 3020.01%0.04%0.07%Q3 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.03%0.08%0.20%Q4 2015Q3 202332
Capital Investment Services of America, Inc. 32320.14%2.19%4.20%Q4 2015Q3 202332
SCOTIA CAPITAL INC. 2560.03%0.11%0.30%Q3 2014Q3 202331
Eagle Ridge Investment Management 31310.93%1.43%2.14%Q3 2015Q1 202331
JANE STREET GROUP, LLC 2410.00%0.06%0.71%Q1 2014Q3 202331
Geneos Wealth Management Inc. 31310.01%0.10%1.13%Q1 2016Q3 202331
STEPHENS INC /AR/ 2710.01%0.06%0.20%Q2 2014Q3 202331
Cetera Investment Advisers 2740.05%0.12%0.31%Q4 2015Q3 202331
BlackRock Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.28%0.83%Q4 2015Q3 202331
TELEMUS CAPITAL, LLC 31310.39%1.40%2.95%Q1 2016Q3 202331
PARK AVENUE SECURITIES LLC 2650.02%0.15%0.59%Q4 2015Q3 202331
BLAIR WILLIAM & CO/IL 2310.00%0.01%0.02%Q2 2013Q3 202331
STATE STREET CORP 2810.00%0.00%0.00%Q2 2013Q3 202330
NewSquare Capital LLC 2010.00%1.24%9.08%Q2 2013Q3 202330
Snowden Capital Advisors LLC 2280.03%0.31%0.96%Q1 2016Q3 202330
BANK HAPOALIM BM 27270.02%0.15%1.49%Q3 2015Q1 202230
FIFTH THIRD BANCORP 30300.00%0.00%0.01%Q2 2016Q3 202330
FMR LLC 2190.00%0.01%0.02%Q4 2015Q3 202330
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1910.02%1.05%4.74%Q3 2013Q4 202230
DEUTSCHE BANK AG\ 2460.00%0.00%0.01%Q3 2013Q3 202330
Glenview Trust Co 2810.03%1.05%4.87%Q4 2014Q3 202329
First Allied Advisory Services, Inc. 17120.02%0.15%0.27%Q2 2013Q3 202029
COMERICA BANK 1910.00%0.01%0.04%Q2 2013Q3 202329
CAPRIN ASSET MANAGEMENT LLC /ADV 29290.25%7.55%21.09%Q4 2015Q4 202229
PRUDENTIAL FINANCIAL INC 2810.00%0.02%0.08%Q4 2015Q3 202329
HSBC HOLDINGS PLC 28280.01%0.03%0.06%Q4 2016Q3 202328
B. Riley Wealth Advisors, Inc. 2410.00%0.20%0.99%Q2 2013Q3 202328
Ifrah Financial Services, Inc. 28281.47%2.26%3.22%Q4 2016Q3 202328
WEATHERLY ASSET MANAGEMENT L. P. 28280.03%0.09%0.18%Q4 2016Q3 202328
Perennial Advisors, LLC 28280.73%1.46%2.58%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.74%2.75%3.77%Q2 2016Q3 202328
Horan Securities, Inc. 1560.01%0.28%1.34%Q1 2016Q2 202328
Steward Partners Investment Advisory, LLC 28280.00%0.08%0.18%Q4 2016Q3 202328
NEXT Financial Group, Inc 1410.02%0.17%0.94%Q2 2014Q4 202128
Parallel Advisors, LLC 28280.01%0.13%0.81%Q4 2016Q3 202328
MYCIO WEALTH PARTNERS, LLC 28280.03%0.16%0.42%Q4 2016Q3 202328
Sarasin & Partners LLP 1460.01%0.02%0.04%Q2 2013Q3 202128
Perkins Coie Trust Co 28280.00%0.02%0.03%Q4 2016Q3 202328
Altavista Wealth Management, Inc. 27270.08%0.38%0.85%Q2 2015Q4 202127
IHT Wealth Management, LLC 17100.00%0.10%1.20%Q4 2016Q3 202327
THRIVENT FINANCIAL FOR LUTHERANS 2210.00%0.01%0.04%Q3 2017Q3 202327
Global Retirement Partners, LLC 2070.02%0.14%0.42%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.07%0.39%1.33%Q2 2013Q4 201927
BEACON FINANCIAL GROUP 27270.21%1.32%5.75%Q1 2017Q3 202327
WRAPMANAGER INC 2610.12%0.77%1.66%Q4 2015Q3 202327
WEALTHSOURCE PARTNERS, LLC 2030.04%0.13%0.40%Q1 2016Q3 202327
Astor Investment Management LLC 14130.00%1.40%10.84%Q4 2016Q3 202327
Clearwater Capital Advisors, LLC 2520.06%0.23%0.42%Q2 2016Q1 202327
Verity Asset Management, Inc. 2160.21%3.65%11.69%Q2 2015Q1 202227
CAPE COD FIVE CENTS SAVINGS BANK 27270.11%1.67%2.44%Q1 2017Q3 202327
GAMBLE JONES INVESTMENT COUNSEL 27270.08%0.34%0.85%Q2 2013Q4 201927
CWM, LLC 1810.00%0.34%1.86%Q3 2015Q3 202327
Carroll Financial Associates, Inc. 1610.00%0.09%0.32%Q3 2014Q4 202127
Ironwood Financial, llc 2340.02%0.05%0.14%Q4 2014Q3 202127
FIRST HAWAIIAN BANK 2120.01%0.07%0.19%Q3 2015Q3 202326
Capital Asset Advisory Services LLC 26260.19%1.02%4.30%Q2 2017Q3 202326
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 26260.05%0.20%0.61%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.00%0.01%0.04%Q4 2016Q3 202326
Patten Group, Inc. 1510.05%0.16%0.60%Q4 2014Q3 202326
Banco Santander, S.A. 26260.01%0.11%1.27%Q2 2017Q3 202326
Newman Dignan & Sheerar, Inc. 2420.01%0.22%2.19%Q2 2016Q4 202226
MML INVESTORS SERVICES, LLC 26260.08%0.18%0.31%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.06%0.22%0.77%Q1 2017Q3 202326
Bartlett & Co. LLC 16100.01%0.12%0.47%Q2 2017Q4 202326
Bison Wealth, LLC 15110.04%0.15%0.24%Q1 2015Q2 202226
Garde Capital, Inc. 25250.06%0.10%0.15%Q2 2014Q2 202025
CENTRAL TRUST Co 2410.00%0.07%0.27%Q1 2014Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.03%0.14%Q2 2017Q2 202325
Betterment LLC 25250.01%0.04%0.11%Q3 2017Q3 202325
Avantax Planning Partners, Inc. 2110.01%0.05%0.20%Q1 2017Q3 202325
OneDigital Investment Advisors LLC 1780.00%0.28%0.81%Q2 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.03%0.08%Q4 2016Q3 202325
WESBANCO BANK INC 1130.04%0.11%0.35%Q1 2017Q3 202325
Legacy Private Trust Co. 25250.09%1.41%4.44%Q2 2013Q2 201925
Baird Financial Group, Inc. 25250.00%0.01%0.01%Q3 2017Q3 202325
LVZ, Inc. 1920.07%1.91%12.88%Q4 2013Q4 202225
Curbstone Financial Management Corp 25250.11%0.67%2.34%Q1 2014Q1 202025
Chesley Taft & Associates LLC 25250.02%0.16%0.32%Q3 2017Q3 202325
Alpha Cubed Investments, LLC 2320.17%1.27%3.19%Q2 2014Q3 202325
Camarda Financial Advisors, LLC 25250.01%1.40%3.43%Q2 2013Q2 201925
Haverford Trust Co 24240.01%0.37%0.74%Q4 2017Q3 202324
PFG Advisors 24240.10%0.65%2.76%Q4 2017Q3 202324
Ancora Advisors LLC 1610.00%0.01%0.04%Q4 2016Q3 202324
Avidian Wealth Solutions, LLC 2310.02%2.36%12.02%Q4 2013Q3 202324
Northwest Bancshares, Inc. 24240.09%0.18%0.30%Q4 2017Q3 202324
SEI INVESTMENTS CO 1210.00%0.00%0.01%Q3 2015Q3 202324
Front Row Advisors LLC 24240.04%0.08%0.12%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.13%1.98%4.83%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.06%0.14%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.03%0.18%1.82%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.14%0.25%0.40%Q4 2017Q3 202324
NewEdge Advisors, LLC 2310.00%0.12%0.36%Q2 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.23%0.92%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 2310.00%0.01%0.10%Q4 2015Q3 202324
WealthShield Partners, LLC 24240.01%0.17%0.37%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.24%0.63%1.36%Q4 2017Q3 202324
High Falls Advisors, Inc 2220.07%1.96%14.53%Q4 2016Q1 202324
Shamrock Asset Management LLC 13110.01%0.41%1.96%Q2 2013Q3 201924
Gradient Investments LLC 1910.00%0.00%0.01%Q4 2013Q3 202224
AXA S.A. 24240.01%0.01%0.02%Q4 2013Q3 201924
Acorn Wealth Advisors, LLC 24240.19%1.96%7.05%Q4 2017Q3 202324
AE Wealth Management LLC 24240.03%0.14%0.53%Q4 2017Q3 202324
DeGreen Capital Management LLC 23231.08%7.94%16.86%Q1 2016Q3 202123
Advisors Preferred, LLC 1210.18%1.28%5.95%Q4 2013Q3 202323
MILLENNIUM MANAGEMENT LLC 1030.00%0.01%0.02%Q3 2016Q3 202323
THOMPSON DAVIS & CO., INC. 1580.01%0.43%0.93%Q1 2015Q3 202323
Capital Advisory Group Advisory Services, LLC 23231.12%3.96%13.48%Q1 2018Q3 202323
Compagnie Lombard Odier SCmA 1760.00%0.01%0.05%Q4 2014Q3 202323
ANCHOR CAPITAL ADVISORS LLC 23230.02%0.30%0.91%Q1 2018Q3 202323
CALTON & ASSOCIATES, INC. 23230.08%0.30%0.76%Q4 2017Q2 202323
EVERGREEN CAPITAL MANAGEMENT LLC 23230.03%0.31%2.00%Q1 2018Q3 202323
COMERICA SECURITIES INC 23230.21%0.57%1.02%Q2 2013Q4 201823
Proficio Capital Partners LLC 23230.15%1.60%6.94%Q1 2018Q3 202323
SIGNET FINANCIAL MANAGEMENT, LLC 2010.01%0.79%2.54%Q4 2014Q4 202123
LeJeune Puetz Investment Counsel LLC 23232.41%3.46%4.24%Q3 2017Q1 202323
EASTERN BANK 23230.02%1.30%1.81%Q2 2014Q4 201923
Arete Wealth Advisors, LLC 1210.02%0.08%0.28%Q1 2017Q2 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.06%0.27%Q2 2017Q4 202223
PARSONS CAPITAL MANAGEMENT INC/RI 2210.01%0.12%0.18%Q1 2015Q3 202323
Live Your Vision, LLC 23230.02%1.75%6.99%Q3 2013Q1 201923
Brown Advisory Securities, LLC 2210.06%0.18%0.30%Q3 2015Q2 202223
Hilltop Holdings Inc. 2210.06%0.65%2.71%Q2 2013Q3 202323
Sutton Wealth Advisors Inc. 23230.00%0.03%0.09%Q1 2016Q3 202123
Simplicity Solutions, LLC 2110.04%0.13%0.50%Q3 2016Q1 202323
Alliance Wealth Management Group 23230.38%1.97%3.32%Q4 2017Q2 202323
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.01%0.13%Q1 2018Q3 202323
LEVEL FOUR ADVISORY SERVICES, LLC 1520.01%0.03%0.10%Q4 2016Q2 202323
Jaffetilchin Investment Partners, LLC 1570.08%1.92%3.42%Q1 2017Q3 202322
Shepherd Financial Partners LLC 22220.04%0.10%0.30%Q2 2018Q3 202322
180 WEALTH ADVISORS, LLC 22220.06%0.33%0.58%Q4 2017Q1 202322
MEITAV INVESTMENT HOUSE LTD 1750.01%0.03%0.09%Q1 2018Q3 202322
Wellington Shields Capital Management, LLC 1480.04%0.08%0.22%Q1 2017Q3 202322
Beaumont Financial Partners, LLC 960.02%0.67%2.66%Q2 2013Q2 202122
Belpointe Asset Management LLC 1810.04%0.27%0.95%Q3 2017Q3 202322
BOSTON ADVISORS LLC 1210.01%0.12%0.41%Q4 2013Q3 201922
Transamerica Financial Advisors, Inc. 22220.00%0.15%0.65%Q2 2013Q3 201822
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22220.06%0.45%1.08%Q2 2018Q3 202322
Financial Enhancement Group LLC 22220.00%1.89%10.12%Q2 2015Q3 202022
Polaris Wealth Advisory Group, LLC 1120.38%1.68%3.95%Q2 2013Q2 202222
FLAGSHIP HARBOR ADVISORS, LLC 22220.03%0.17%0.55%Q2 2018Q3 202322
BB&T SECURITIES, LLC 2110.01%0.17%0.47%Q3 2013Q3 201922
Norway Savings Bank 1570.00%0.02%0.06%Q4 2016Q2 202222
RAYMOND JAMES TRUST N.A. 22220.01%0.03%0.06%Q2 2018Q3 202322
GREAT LAKES ADVISORS, LLC 21210.04%0.48%1.02%Q2 2013Q2 201821
Westover Capital Advisors, LLC 21210.36%3.72%8.12%Q1 2014Q1 201921
Mirae Asset Global Investments Co., Ltd. 21210.00%0.11%0.22%Q2 2017Q2 202221
Alpha Omega Wealth Management LLC 1710.00%0.05%0.07%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.39%0.88%Q3 2018Q3 202321
SECURIAN ASSET MANAGEMENT, INC 21210.05%0.06%0.08%Q3 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.04%0.68%4.98%Q3 2018Q3 202321
CREDIT SUISSE AG/ 910.00%0.01%0.04%Q4 2013Q2 202321
MCF Advisors LLC 1710.00%0.48%0.99%Q1 2017Q3 202221
Strategic Wealth Partners, Ltd. 21210.04%0.96%4.92%Q4 2017Q4 202221
ETRADE Capital Management LLC 21210.01%0.07%0.19%Q3 2015Q3 202021
Financial Advocates Investment Management 2010.03%0.12%0.20%Q2 2018Q3 202321
Ironsides Asset Advisors, LLC 21210.12%1.25%4.30%Q2 2014Q2 201921
OmniStar Financial Group, Inc. 21210.25%1.47%3.49%Q4 2017Q4 202221
CONFLUENCE INVESTMENT MANAGEMENT LLC 21210.00%0.00%0.01%Q3 2017Q3 202221
IMA Wealth, Inc. 21210.00%0.01%0.01%Q2 2018Q2 202321
Lee Financial Co 21210.00%0.08%0.15%Q1 2018Q1 202321
Community Bank, N.A. 21210.11%0.29%0.47%Q3 2015Q3 202021
Rezny Wealth Management, Inc. 21210.00%4.60%6.27%Q3 2018Q3 202321
TRUIST FINANCIAL CORP 21210.02%0.12%0.44%Q3 2018Q3 202321
IndexIQ Advisors LLC 21210.03%1.17%2.97%Q1 2017Q1 202221
NOTTINGHAM ADVISORS, INC. 21210.12%0.22%0.34%Q3 2015Q3 202021
Fieldpoint Private Securities, LLC 2010.50%1.34%2.80%Q1 2017Q2 202221
Parkside Financial Bank & Trust 1560.01%0.03%0.12%Q4 2017Q3 202321
Steinberg Global Asset Management 11100.93%2.98%4.55%Q2 2013Q1 201921
FDx Advisors, Inc. 1410.02%0.15%0.66%Q4 2013Q1 202221
NVWM, LLC 21210.00%0.25%0.85%Q4 2017Q4 202221
Covington Capital Management 21210.01%0.02%0.04%Q3 2017Q3 202221
Integrated Wealth Concepts LLC 21210.02%0.31%0.79%Q3 2018Q3 202321
West Branch Capital LLC 11100.06%0.30%1.15%Q2 2018Q3 202321
PROTECTIVE LIFE CORP 20201.64%2.08%2.32%Q3 2018Q2 202320
NTV ASSET MANAGEMENT LLC 1190.09%0.15%0.20%Q4 2016Q3 202320
Mathes Company, Inc. 20200.14%0.35%0.62%Q4 2013Q3 201820
Beirne Wealth Consulting Services, LLC 20200.36%2.32%4.96%Q4 2018Q3 202320
Kovitz Investment Group Partners, LLC 20200.03%0.12%0.32%Q4 2018Q3 202320
American Portfolios Advisors 20200.05%0.34%0.68%Q4 2017Q3 202220
Archer Investment Corp 20200.14%1.52%3.27%Q4 2018Q3 202320
BARINGS LLC 20200.37%1.38%3.09%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.04%1.01%3.81%Q4 2018Q3 202320
Clarus Wealth Advisors 20200.10%0.90%3.76%Q3 2018Q2 202320
Pinnacle Wealth Management Advisory Group, LLC 930.05%0.46%1.46%Q4 2014Q3 202320
Capital Investment Advisory Services, LLC 20200.02%0.06%0.10%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20200.35%0.95%1.80%Q4 2018Q3 202320
SUNTRUST BANKS INC 20200.00%0.01%0.04%Q4 2014Q3 201920
Vectors Research Management, LLC 20200.75%2.13%4.62%Q4 2018Q3 202320
Advocacy Wealth Management Services, LLC 1190.01%6.83%20.62%Q1 2018Q3 202320
Insight Wealth Strategies, LLC 20200.43%3.41%6.61%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.06%0.09%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.49%8.55%19.57%Q2 2017Q1 202220
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.14%1.87%3.27%Q1 2016Q4 202020
Citadel Advisors 510.00%0.00%0.02%Q1 2015Q3 202320
Fortis Advisors, LLC 1460.00%0.47%1.11%Q2 2017Q2 202320
VNBTrust, National Association 20200.10%0.16%0.24%Q3 2013Q2 201820
Wealthstar Advisors, LLC 1090.06%0.14%0.32%Q1 2018Q3 202319
Aureus Asset Management, LLC 19190.12%0.24%0.45%Q4 2017Q2 202219
LifePlan Financial Group, Inc 1540.01%0.93%9.60%Q2 2013Q3 202019
Rockefeller Capital Management L.P. 19190.00%0.02%0.06%Q1 2019Q3 202319
EXANE DERIVATIVES 19190.00%0.02%0.05%Q4 2017Q2 202219
Pinnacle Bancorp, Inc. 19190.01%0.02%0.06%Q1 2019Q3 202319
Concorde Asset Management, LLC 19190.15%0.61%1.18%Q3 2016Q1 202119
FormulaFolio Investments, LLC 19190.00%1.54%9.20%Q4 2016Q2 202119
Sage Advisory Services, Ltd.Co. 1310.27%0.89%3.08%Q1 2017Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Trek Financial, LLC 1810.06%0.30%0.75%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.07%0.34%2.15%Q4 2018Q3 202319
TSFG, LLC 19190.01%0.03%0.13%Q1 2019Q3 202319
Wealthspire Advisors, L.P. 19190.00%0.06%0.08%Q4 2015Q2 202019
COMERICA SECURITIES,INC. 19190.18%0.36%0.83%Q1 2019Q3 202319
Cito Capital Group, LLC 19190.25%0.38%0.60%Q2 2018Q4 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.07%0.12%Q1 2019Q3 202319
Strategic Investment Advisors / MI 1810.06%0.48%1.45%Q4 2018Q3 202319
CPWM, LLC 19190.02%0.10%0.31%Q1 2018Q3 202219
HNP Capital LLC 18180.58%2.31%5.14%Q4 2018Q1 202318
AJ WEALTH STRATEGIES, LLC 18180.03%2.42%9.50%Q4 2016Q1 202118
Bell Rock Capital LLC 1510.02%0.28%0.90%Q1 2017Q3 202218
RiverFront Investment Group, LLC 850.01%0.47%1.34%Q1 2018Q4 202218
Perigon Wealth Management, LLC 810.01%0.04%0.14%Q3 2011Q3 202318
Asset Planning Services, Ltd. 18180.00%0.04%0.07%Q2 2015Q3 201918
Semmax Financial Advisors Inc. 1710.29%2.59%5.37%Q4 2018Q3 202318
First Horizon Advisors, Inc. 1170.00%0.01%0.03%Q4 2017Q3 202318
RAND WEALTH, LLC 18180.66%1.17%1.65%Q2 2014Q3 201818
Brinker Capital Investments, LLC 1110.00%1.22%2.51%Q2 2013Q4 202218
FIRST FOUNDATION ADVISORS 1310.02%0.02%0.02%Q4 2015Q3 202218
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.06%0.72%3.00%Q2 2015Q3 201918
Lowe Wealth Advisors, LLC 18180.00%0.00%0.00%Q4 2014Q1 201918
Capital Advisors, Ltd. LLC 1170.00%0.10%0.36%Q2 2017Q3 202318
IPG Investment Advisors LLC 1710.05%1.12%2.49%Q3 2018Q3 202318
WEDBUSH SECURITIES INC 1110.01%0.10%0.44%Q2 2013Q4 202218
Asset Dedication, LLC 1710.00%0.01%0.01%Q1 2019Q3 202318
Strategic Blueprint, LLC 1020.03%0.13%0.40%Q4 2018Q3 202318
Windham Capital Management, LLC 1530.04%5.53%13.89%Q2 2013Q3 201818
Csenge Advisory Group 1710.05%0.19%0.87%Q3 2018Q3 202318
Smart Portfolios, LLC 18180.81%13.92%25.06%Q3 2015Q4 201918
KANAWHA CAPITAL MANAGEMENT LLC 18180.15%0.32%0.51%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.03%0.07%0.24%Q2 2013Q3 201718
First Heartland Consultants, Inc. 1080.02%0.20%0.55%Q1 2015Q1 202018
Bouchey Financial Group Ltd 1310.05%2.52%4.24%Q4 2013Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 910.00%0.02%0.10%Q2 2017Q3 202317
Financial Gravity Asset Management, Inc. 810.00%0.44%1.64%Q1 2018Q2 202317
WFG Advisors, LP 17170.00%0.03%0.16%Q2 2013Q2 201717
BALDWIN BROTHERS LLC/MA 17170.01%0.01%0.01%Q1 2018Q1 202217
DONALDSON CAPITAL MANAGEMENT, LLC 17170.02%0.03%0.08%Q3 2019Q3 202317
Allianz Asset Management GmbH 1010.00%0.01%0.02%Q3 2015Q4 202217
Keel Point, LLC 1160.04%1.15%3.22%Q1 2018Q3 202317
Vontobel Swiss Wealth Advisors AG 1610.10%3.29%5.50%Q3 2015Q2 202117
Columbus Macro, LLC 17170.06%0.65%0.96%Q1 2019Q1 202317
Roundview Capital LLC 1120.16%0.63%0.95%Q2 2013Q3 202317
Wealthcare Advisory Partners LLC 810.00%0.03%0.08%Q3 2017Q3 202317
CHILTON CAPITAL MANAGEMENT LLC 17170.02%0.04%0.06%Q3 2019Q3 202317
Realta Investment Advisors 1340.05%0.14%0.20%Q1 2019Q3 202317
Hudock, Inc. 710.00%0.01%0.02%Q2 2013Q3 202217
Ellis Investment Partners, LLC 1610.04%0.12%0.27%Q4 2018Q3 202317
Cottage Street Advisors LLC 1430.35%0.44%0.60%Q1 2018Q2 202217
TD Ameritrade Trust Co 17170.18%0.35%0.59%Q3 2013Q3 201717
Karp Capital Management Corp 17170.52%1.83%4.07%Q3 2018Q3 202217
Lehman & Derafelo Financial Resources LLC 17170.00%0.06%0.08%Q4 2018Q4 202217
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1610.00%0.00%0.03%Q4 2014Q4 202217
Certified Advisory Corp 1110.00%0.07%0.22%Q4 2017Q3 202317
WealthPLAN Partners, LLC 1310.00%0.13%0.42%Q4 2015Q2 202316
D'Orazio & Associates, Inc. 880.01%0.01%0.01%Q2 2014Q2 201816
Intellectus Partners, LLC 640.07%0.14%0.23%Q2 2017Q1 202316
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.01%Q1 2014Q1 202316
Orion Portfolio Solutions, LLC 16160.01%0.43%1.64%Q4 2019Q3 202316
Summit Asset Management, LLC 16160.08%0.32%0.78%Q4 2019Q3 202316
GREENWOOD CAPITAL ASSOCIATES LLC 16160.14%0.37%0.70%Q3 2013Q2 201716
RFG Advisory, LLC 1020.02%0.24%0.52%Q1 2017Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.31%0.78%1.68%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.02%0.12%0.59%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.06%0.07%0.11%Q4 2019Q3 202316
HBK Sorce Advisory LLC 1510.01%0.05%0.08%Q1 2016Q4 202116
Crabel Capital Management, LLC 840.22%1.19%2.84%Q4 2017Q3 202316
PFG Private Wealth Management, LLC 16160.07%4.99%13.98%Q4 2019Q3 202316
RONALD BLUE & CO LLC 16160.02%0.27%2.01%Q3 2013Q2 201716
Independent Family Office, LLC 16160.39%2.46%4.23%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.20%0.30%0.50%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.31%0.52%0.88%Q4 2019Q3 202316
Bedel Financial Consulting, Inc. 16160.00%0.01%0.02%Q1 2018Q4 202116
PETTYJOHN, WOOD & WHITE, INC 16160.16%0.21%0.35%Q4 2019Q3 202316
Roble, Belko & Company, Inc 16160.00%1.41%2.55%Q3 2017Q2 202116
Banque Cantonale Vaudoise 16160.00%0.01%0.01%Q4 2019Q3 202316
Demars Financial Group, LLC 16160.64%8.31%24.70%Q4 2019Q3 202316
EPIQ PARTNERS, LLC 16160.44%3.85%13.35%Q4 2019Q3 202316
StrategIQ Financial Group, LLC 16160.04%0.28%0.39%Q2 2018Q1 202216
IFC Holdings Incorporated/FL 1150.02%0.46%1.67%Q2 2013Q4 201716
Cadence Bank 16160.20%0.32%0.48%Q4 2019Q3 202316
SWISS RE LTD 16164.26%7.79%40.29%Q3 2014Q2 201816
WINTRUST INVESTMENTS LLC 810.03%0.07%0.13%Q1 2017Q3 202316
RBA Wealth Management, LLC 880.11%0.15%0.23%Q1 2019Q3 202316
Efficient Market Advisors, LLC 16168.90%12.40%17.15%Q2 2013Q1 201716
MATHER GROUP, LLC. 1010.01%2.66%9.85%Q3 2013Q2 202116
Sugarloaf Wealth Management, LLC 16160.01%0.12%0.88%Q4 2019Q3 202316
AFAM CAPITAL, INC. 1330.12%2.16%4.88%Q2 2013Q3 201816
Vanguard Capital Wealth Advisors 910.73%1.59%4.82%Q4 2017Q1 202216
FIRST MANHATTAN CO. LLC. 1310.00%0.00%0.00%Q2 2013Q3 202316
Bigelow Investment Advisors, LLC 16160.29%1.61%2.52%Q4 2019Q3 202316
Retirement Group, LLC 1410.01%0.01%0.02%Q4 2019Q3 202315
Brookstone Capital Management 720.00%0.19%0.69%Q3 2018Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.01%0.08%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.01%0.48%1.07%Q1 2020Q3 202315
People's United Financial, Inc. 15150.01%0.12%0.26%Q3 2018Q1 202215
Stillwater Capital Advisors, LLC 15151.57%2.76%3.70%Q4 2018Q2 202215
Weatherstone Capital Management 1230.22%1.91%4.90%Q2 2013Q3 201815
CreativeOne Wealth, LLC 15150.04%0.21%0.49%Q1 2020Q3 202315
GRIMES & COMPANY, INC. 1410.02%0.37%5.11%Q4 2017Q2 202215
PATTON ALBERTSON MILLER GROUP, LLC 15150.10%2.24%10.24%Q3 2016Q1 202015
MSI Financial Services Inc 15150.08%0.14%0.31%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.06%0.11%0.21%Q1 2020Q3 202315
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1020.05%0.18%0.54%Q2 2018Q3 202315
Pekin Hardy Strauss, Inc. 15150.02%0.05%0.08%Q3 2018Q1 202215
Single Point Partners, LLC 1051.33%2.87%10.06%Q4 2019Q3 202315
Argent Trust Co 1410.02%0.26%0.37%Q1 2015Q4 202215
Wolff Financial Management LLC 960.07%0.39%0.72%Q4 2019Q3 202315
Edmonds Duncan Registered Investment Advisors, LLC 15150.09%0.28%0.48%Q1 2017Q3 202015
Joseph P. Lucia & Associates, LLC 1140.02%1.00%3.57%Q1 2019Q3 202315
TWO SIGMA SECURITIES, LLC 610.00%0.03%0.24%Q2 2016Q1 202315
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
SVB WEALTH LLC 1140.01%0.02%0.04%Q2 2019Q3 202315
BlackRock Investment Management, LLC 15150.01%0.02%0.05%Q2 2013Q4 201615
HARTLINE INVESTMENT CORP/ 1140.19%0.36%1.21%Q4 2019Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 1050.01%0.11%0.44%Q4 2018Q3 202315
HOHIMER WEALTH MANAGEMENT, LLC 1230.08%0.19%1.06%Q4 2019Q3 202315
Mount Lucas Management LP 15150.02%0.14%0.26%Q2 2016Q4 201915
Cypress Capital, LLC 640.18%0.50%0.92%Q4 2018Q4 202215
Advisor Group, Inc. 15150.06%0.20%0.35%Q2 2016Q4 201915
CAPSTONE ASSET MANAGEMENT CO 15150.63%0.82%1.00%Q4 2013Q2 201715
HOWARD WEALTH MANAGEMENT, LLC 1050.30%0.78%1.07%Q4 2019Q3 202315
WESCAP Management Group, Inc. 15151.56%2.25%3.15%Q1 2020Q3 202315
Midwest Professional Planners, LTD. 1020.00%0.59%1.02%Q1 2018Q3 202315
Rosenberg Matthew Hamilton 15150.01%0.03%0.18%Q1 2020Q3 202315
Redhawk Wealth Advisors, Inc. 910.04%0.47%2.11%Q3 2018Q3 202315
DFPG INVESTMENTS, LLC 14140.02%0.76%1.12%Q2 2020Q3 202314
Phoenix Holdings Ltd. 1220.01%0.03%0.09%Q3 2019Q1 202314
J.W. COLE ADVISORS, INC. 810.04%0.14%0.25%Q4 2019Q3 202314
QUANTUM CAPITAL MANAGEMENT 14140.08%2.33%4.04%Q4 2016Q1 202014
PEOPLES FINANCIAL SERVICES CORP. 1310.00%0.00%0.00%Q3 2016Q1 202014
SG Americas Securities, LLC 630.00%0.04%0.19%Q3 2016Q2 202114
Atlas Private Wealth Advisors 14140.05%0.16%0.26%Q2 2020Q3 202314
Laidlaw Wealth Management LLC 14140.06%0.45%1.70%Q1 2020Q2 202314
BREMER TRUST NATIONAL ASSOCIATION 14140.16%0.28%0.46%Q3 2015Q4 201814
Global Financial Private Capital, Inc 14140.08%0.40%1.25%Q1 2017Q2 202014
Gradient Capital Advisors, LLC 14140.19%0.28%0.39%Q4 2018Q1 202214
CX Institutional 950.00%0.65%1.79%Q2 2018Q2 202214
Donald L. Hagan, LLC 14140.76%2.26%5.82%Q2 2017Q3 202014
AlphaMark Advisors, LLC 14140.04%0.86%2.17%Q4 2018Q1 202214
LIBERTY WEALTH MANAGEMENT LLC 1220.03%0.07%0.13%Q4 2018Q2 202314
MERCER GLOBAL ADVISORS INC /ADV 1040.01%0.02%0.06%Q1 2019Q3 202314
Capital Investment Advisors, LLC 1130.01%0.03%0.07%Q2 2017Q3 202114
Stelac Advisory Services LLC 1040.08%0.45%1.01%Q1 2020Q3 202314
Coastline Trust Co 1220.03%0.13%0.22%Q2 2018Q2 202214
Occidental Asset Management, LLC 830.07%0.90%3.14%Q4 2016Q3 202314
M Holdings Securities, Inc. 810.03%0.11%0.33%Q3 2014Q1 202314
McGuire Investment Group, LLC 860.04%1.65%4.14%Q3 2018Q3 202314
FIRST NATIONAL CORP /MA/ /ADV 1130.05%0.14%0.32%Q4 2018Q3 202314
LEAVELL INVESTMENT MANAGEMENT, INC. 860.07%0.19%0.30%Q2 2013Q3 202314
Prospera Financial Services Inc 810.01%0.05%0.21%Q1 2018Q3 202314
Cordasco Financial Network 920.01%0.01%0.03%Q4 2013Q1 202014
Kohmann Bosshard Financial Services, LLC 1220.05%0.55%2.79%Q4 2016Q2 202014
PIEDMONT INVESTMENT ADVISORS INC 1310.00%0.00%0.01%Q4 2013Q2 201814
US FINANCIAL ADVISORS, LLC 1220.12%1.79%2.70%Q4 2015Q3 202314
TD ASSET MANAGEMENT INC 1310.00%0.00%0.01%Q1 2017Q3 202214
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Cypress Wealth Services, LLC 760.07%0.23%0.40%Q2 2018Q3 202313
Foothills Asset Management, Ltd. 13130.36%0.78%1.52%Q1 2017Q1 202013
Kingfisher Capital LLC 1210.29%0.96%1.36%Q3 2013Q4 201613
Stockman Wealth Management, Inc. 940.12%0.85%2.75%Q4 2016Q1 202313
Kestra Advisory Services, LLC 13130.03%0.05%0.16%Q3 2020Q3 202313
Inscription Capital, LLC 920.10%0.49%3.40%Q4 2018Q3 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 13132.12%3.70%7.05%Q4 2018Q4 202113
Capital Wealth Alliance, LLC 760.16%0.44%1.22%Q4 2019Q3 202313
Virginia National Bank 760.10%1.54%4.89%Q3 2018Q3 202313
NATIONAL PLANNING CORP 1010.01%0.07%0.26%Q3 2013Q3 201713
Frisch Financial Group, Inc. 1120.22%1.70%5.09%Q4 2018Q3 202313
D. SCOTT NEAL, INC. 760.19%0.92%1.92%Q4 2013Q4 201913
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 940.01%0.28%0.48%Q4 2016Q3 202313
Lido Advisors, LLC 810.00%0.02%0.10%Q4 2019Q2 202313
Mine & Arao Wealth Creation & Management, LLC. 13130.00%0.00%0.01%Q3 2020Q3 202313
Newfound Research LLC 13130.01%0.03%0.07%Q4 2015Q4 201813
FIDUCIARY TRUST CO 13130.02%0.02%0.02%Q3 2020Q3 202313
Loudon Investment Management, LLC 13130.23%0.34%0.49%Q3 2020Q3 202313
B. Riley Wealth Management, Inc. 610.00%0.24%0.82%Q1 2014Q4 202113
Friedenthal Financial 610.21%1.40%3.56%Q1 2018Q3 202313
Equitable Holdings, Inc. 1030.00%0.05%0.25%Q4 2019Q3 202313
Hanson & Doremus Investment Management 13130.01%0.02%0.02%Q4 2016Q4 201913
PRIVATE TRUST CO NA 760.01%0.05%0.18%Q1 2013Q3 202313
ALETHEA CAPITAL MANAGEMENT, LLC 13130.65%0.83%1.03%Q4 2014Q4 201713
Van Hulzen Asset Management, LLC 630.02%0.14%0.73%Q4 2018Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 620.02%0.11%0.68%Q1 2014Q1 202313
Canal Insurance CO 13131.06%1.26%1.65%Q3 2020Q3 202313
BEAM WEALTH ADVISORS, INC. 13130.21%1.14%3.62%Q4 2019Q4 202213
Ledyard National Bank 13130.05%0.27%0.45%Q1 2017Q1 202013
Haverford Financial Services, Inc. 760.07%0.10%0.17%Q2 2018Q3 202313
FIRSTMERIT BANK N A TRUSTEE 12120.32%0.84%1.12%Q3 2013Q2 201612
STEPHENS GROUP ASSET MANAGEMENT, LLC 930.03%0.06%0.10%Q2 2020Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 12120.00%0.04%0.17%Q1 2017Q4 201912
OPTIMUM INVESTMENT ADVISORS 12120.00%0.00%0.01%Q2 2018Q1 202112
Jackson Hole Capital Partners, LLC 12120.08%0.14%0.25%Q4 2018Q3 202112
Portland Global Advisors LLC 1020.75%1.66%2.38%Q2 2014Q1 202312
FAS Wealth Partners, Inc. 12120.01%0.41%2.23%Q1 2020Q4 202212
Smart Money Group LLC 930.11%0.33%0.58%Q4 2017Q1 202112
Capital Advantage, Inc. 660.54%3.55%8.24%Q4 2013Q3 202312
Pensionmark Financial Group, LLC 910.06%0.09%0.15%Q2 2019Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Williams Jones Wealth Management, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Old North State Trust, LLC 1020.01%0.65%2.19%Q3 2018Q1 202312
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.06%0.08%0.11%Q1 2020Q4 202212
ALLIANCEBERNSTEIN L.P. 12120.00%0.01%0.04%Q4 2014Q3 201712
Riggs Asset Managment Co. Inc. 1110.02%2.24%5.08%Q1 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.05%0.51%1.47%Q4 2020Q3 202312
LexAurum Advisors, LLC 810.06%0.13%0.27%Q3 2018Q3 202212
Winslow, Evans & Crocker, Inc. 710.00%0.03%0.08%Q4 2013Q4 202012
TrueWealth Advisors, LLC 12120.10%0.13%0.20%Q4 2020Q3 202312
Live Oak Private Wealth LLC 12120.04%0.71%0.90%Q2 2020Q1 202312
NORRIS PERNE & FRENCH LLP/MI 12120.04%0.05%0.13%Q1 2014Q4 201612
Outlook Wealth Advisors, LLC 12120.11%0.25%1.17%Q1 2020Q4 202212
Willis Johnson & Associates, Inc. 12122.14%2.47%2.61%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.14%0.71%1.66%Q4 2015Q3 201812
Octavia Wealth Advisors, LLC 12120.45%1.87%3.04%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.19%0.47%0.93%Q4 2020Q3 202312
FRANKLIN RESOURCES INC 12120.00%0.05%0.10%Q4 2020Q3 202312
KEYBANK NATIONAL ASSOCIATION/OH 810.00%0.01%0.01%Q3 2014Q4 201912
SAX WEALTH ADVISORS, LLC 12120.14%0.18%0.27%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.08%0.29%0.64%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 710.05%0.19%0.48%Q1 2016Q1 202312
Sowell Financial Services LLC 710.01%0.23%1.60%Q4 2018Q3 202312
Jacobi Capital Management LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
New Potomac Partners, LLC 12121.40%4.14%5.57%Q4 2017Q3 202012
Moloney Securities Asset Management, LLC 720.08%0.20%0.63%Q1 2017Q1 202312
COLDSTREAM CAPITAL MANAGEMENT INC 530.02%0.03%0.04%Q4 2017Q3 202312
Weitzel Financial Services, Inc. 12120.17%1.58%4.06%Q4 2020Q3 202312
Thrive Capital Management, LLC 12120.19%0.71%1.49%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.05%0.18%0.24%Q4 2020Q3 202312
LifePro Asset Management 12120.18%0.87%1.58%Q2 2020Q1 202312
Arkadios Wealth Advisors 12120.01%0.11%0.27%Q4 2020Q3 202312
JNBA Financial Advisors 1010.00%0.01%0.02%Q3 2013Q3 201812
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.09%2.05%3.52%Q4 2017Q3 202012
Founders Financial Alliance, LLC 12120.00%0.03%0.04%Q3 2020Q2 202312
Altus Wealth Management, LLC 12122.12%3.25%4.83%Q4 2019Q3 202212
Concert Wealth Management Inc. 750.04%0.10%0.36%Q3 2013Q3 201612
BANK OF HAWAII 12120.04%0.50%0.70%Q3 2018Q2 202112
CNO Financial Group, Inc. 845.64%27.56%56.71%Q1 2018Q1 202312
Sheaff Brock Investment Advisors, LLC 12120.02%0.03%0.03%Q2 2016Q1 201912
BOSTON FAMILY OFFICE LLC 12120.17%0.46%0.80%Q4 2020Q3 202312
Pinnacle Family Advisors, LLC 711.10%2.50%5.45%Q1 2017Q4 202212
Kesler, Norman & Wride, LLC 12120.23%0.64%1.44%Q4 2020Q3 202312
Capital Analysts, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 11110.06%0.12%0.22%Q1 2021Q3 202311
MGO ONE SEVEN LLC 910.00%0.21%0.55%Q1 2018Q3 202311
EQUITY INVESTMENT CORP 11110.01%0.14%0.19%Q2 2020Q4 202211
Bank Pictet & Cie (Europe) AG 610.02%0.13%0.33%Q1 2017Q1 202011
Advisors Capital Management, LLC 11110.02%0.79%1.06%Q2 2018Q4 202011
HL FINANCIAL SERVICES LLC 650.01%0.04%0.06%Q2 2016Q1 201911
Edge Wealth Management LLC 11110.11%0.22%0.32%Q1 2018Q3 202011
MACRO Consulting Group 11110.37%3.96%6.58%Q4 2018Q2 202111
Private Advisory Group LLC 740.26%0.59%1.19%Q3 2020Q3 202311
Spire Wealth Management 11110.01%0.02%0.05%Q1 2021Q3 202311
Ballentine Partners, LLC 11110.09%0.22%0.36%Q2 2017Q4 201911
Buffington Mohr McNeal 1010.03%0.45%0.72%Q2 2013Q1 201911
ARGUS INVESTORS' COUNSEL, INC. 11110.15%0.27%0.37%Q1 2021Q3 202311
Lombard Odier & Cie (Canada), Limited Partnership 11110.17%0.42%1.25%Q1 2014Q3 201611
Braun-Bostich & Associates Inc. 740.02%0.34%0.67%Q4 2017Q3 202011
Oxinas Partners Wealth Management LLC 11110.14%1.47%3.30%Q1 2021Q3 202311
Sterling Investment Advisors, Ltd. 1010.00%0.05%0.07%Q1 2017Q4 201911
CENTAURUS FINANCIAL, INC. 520.01%0.06%0.11%Q2 2018Q3 202211
BESSEMER GROUP INC 810.00%0.01%0.03%Q2 2013Q4 202111
Sierra Capital LLC 11110.74%0.98%1.20%Q1 2021Q3 202311
Buckingham Capital Management, Inc. 11110.06%2.34%4.44%Q1 2014Q3 201611
WNY Asset Management, LLC 11110.27%2.94%5.34%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.05%0.05%0.06%Q1 2014Q1 201711
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.03%Q4 2013Q4 202111
SUMMIT FINANCIAL GROUP, INC. 11110.14%0.27%0.55%Q1 2021Q3 202311
ATWOOD & PALMER INC 11110.00%0.00%0.00%Q2 2014Q4 201611
MACROVIEW INVESTMENT MANAGEMENT LLC 11110.02%0.93%2.21%Q2 2018Q4 202011
Hoxton Financial, Inc. 11114.48%5.39%6.69%Q3 2013Q1 201611
Laird Norton Wetherby Wealth Management, LLC 1010.05%0.07%0.10%Q4 2020Q3 202311
Wealth Quarterback LLC 510.18%0.93%2.44%Q1 1987Q4 202211
NOESIS CAPITAL MANGEMENT CORP 910.05%0.07%0.09%Q3 2018Q2 202211
Valeo Financial Advisors, LLC 920.00%0.01%0.07%Q4 2017Q3 202011
MainStreet Investment Advisors LLC 11110.02%0.66%1.45%Q3 2018Q1 202111
Atlas Private Wealth Management, LLC 11110.00%0.38%0.66%Q4 2019Q2 202211
MD Financial Management Inc. 11111.09%1.70%2.68%Q2 2019Q4 202111
SIGNATUREFD, LLC 520.00%0.04%0.10%Q2 2018Q2 202311
Coco Enterprises, LLC 924.21%5.73%7.93%Q4 2020Q3 202311
Vontobel Holding Ltd. 11110.00%0.00%0.01%Q4 2020Q2 202311
IBERIABANK CORP 11110.10%0.20%0.34%Q4 2017Q2 202011
GeoWealth Management, LLC 710.04%0.36%1.34%Q4 2019Q4 202211
SII INVESTMENTS INC/WI 510.02%0.12%0.46%Q4 2013Q4 201711
CURIAN CAPITAL LLC 11110.03%0.05%0.07%Q2 2013Q4 201511
MASSMUTUAL TRUST CO FSB/ADV 920.00%0.30%0.68%Q2 2014Q2 202011
AlphaStar Capital Management, LLC 620.00%0.41%1.17%Q1 2018Q3 202310
Wilshire Advisors LLC 811.02%1.99%2.35%Q2 2016Q1 202210
GSB Wealth Management, LLC 820.07%1.01%2.24%Q1 2021Q3 202310
JFS WEALTH ADVISORS, LLC 910.01%0.01%0.01%Q3 2018Q3 202310
Hefty Wealth Partners 10101.02%1.69%2.47%Q4 2015Q1 201810
WestEnd Advisors, LLC 10100.00%0.75%1.70%Q1 2017Q2 201910
Seelaus Asset Management LLC 10100.15%0.18%0.22%Q4 2020Q1 202310
Claraphi Advisory Network, LLC 640.09%0.40%0.67%Q4 2018Q4 202210
Hudson Portfolio Management LLC 10101.48%2.70%3.35%Q2 2021Q3 202310
ANDERSON HOAGLAND & CO 10100.04%0.18%0.35%Q4 2020Q1 202310
Lenox Wealth Advisors, LLC 610.00%0.01%0.07%Q4 2013Q4 202110
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Klingman & Associates, LLC 10100.06%0.07%0.08%Q2 2015Q3 201710
Pinnacle Summer Investments, Inc. 10100.00%0.01%0.05%Q3 2013Q4 201510
EFG Asset Management (Americas) Corp. 10100.47%0.85%1.42%Q3 2016Q4 201810
BLACKROCK ADVISORS LLC 730.00%0.02%0.05%Q2 2014Q4 201610
DUBUQUE BANK & TRUST CO 730.00%0.01%0.02%Q3 2013Q1 201610
Iron Horse Wealth Management, LLC 640.00%0.00%0.01%Q4 2020Q3 202310
Tillar-Wenstrup Advisors, LLC 323.77%4.43%5.55%Q1 2018Q4 202210
TWIN CAPITAL MANAGEMENT INC 910.02%0.11%0.14%Q2 2016Q2 201910
Renaissance Technologies 10100.00%0.03%0.08%Q2 2021Q3 202310
WBI INVESTMENTS, LLC 10100.12%0.16%0.29%Q2 2013Q3 201510
Provident Wealth Management, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Close Asset Management Ltd 10100.00%0.00%0.01%Q1 2017Q2 201910
Dorsey & Whitney Trust CO LLC 820.02%0.13%0.91%Q1 2021Q3 202310
Birchcreek Wealth Management, LLC 10100.36%0.56%0.63%Q4 2020Q1 202310
Annex Advisory Services, LLC 910.02%0.09%0.51%Q4 2018Q2 202210
INVESTMENT CENTERS OF AMERICA INC 410.05%0.08%0.18%Q3 2013Q3 201710
HOWE & RUSLING INC 810.00%0.01%0.03%Q1 2016Q2 202210
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.01%0.02%0.06%Q4 2015Q1 201810
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 10100.02%0.02%0.03%Q2 2021Q3 202310
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 10100.29%3.75%8.72%Q3 2013Q4 201510
Elevated Capital Advisors, LLC 410.15%0.41%0.92%Q1 2019Q4 202210
CITY NATIONAL BANK 10100.00%0.03%0.09%Q2 2013Q3 201510
YorkBridge Wealth Partners, LLC 10100.01%0.05%0.11%Q4 2016Q1 201910
HARBOUR INVESTMENTS, INC. 640.01%0.04%0.07%Q1 2021Q3 202310
Virtu KCG Holdings LLC 310.01%0.04%0.16%Q3 2013Q2 201710
Kistler-Tiffany Companies, LLC 10100.00%0.02%0.10%Q2 2013Q3 201510
BADGLEY PHELPS & BELL INC 10100.08%0.64%0.92%Q3 2016Q4 201810
Eagle Bay Advisors LLC 10100.30%1.18%3.94%Q2 2021Q3 202310
Spectrum Management Group, LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q2 2013Q3 201510
PICTET ASSET MANAGEMENT LTD 10100.00%0.03%0.06%Q4 2016Q1 201910
APPLETON PARTNERS INC/MA 10100.02%0.03%0.04%Q3 2017Q4 201910
OLD MISSION CAPITAL LLC 210.02%0.09%0.29%Q1 2017Q3 202210
Invesco Ltd. 810.00%0.00%0.00%Q4 2013Q3 20239
Capital Market Strategies LLC 990.41%0.56%0.93%Q4 2021Q4 20239
AMJ Financial Wealth Management 540.10%2.94%6.00%Q2 2021Q3 20239
Braver Wealth Management, LLC 990.05%0.06%0.06%Q4 2014Q4 20169
Stanford Investment Group, Inc. 990.03%0.05%0.10%Q4 2014Q4 20169
SOL Capital Management CO 720.12%0.25%0.31%Q2 2017Q3 20199
Castleview Partners, LLC 810.00%0.00%0.02%Q2 2021Q3 20239
Financial Architects, Inc 410.00%0.13%0.35%Q2 2013Q2 20239
SCHRODER INVESTMENT MANAGEMENT GROUP 990.00%0.00%0.00%Q3 2013Q3 20159
Ausdal Financial Partners, Inc. 810.06%0.09%0.14%Q4 2015Q4 20189
Argent Advisors, Inc. 990.24%0.29%0.35%Q1 2021Q1 20239
Independent Wealth Network Inc. 990.24%0.97%1.54%Q3 2021Q3 20239
Dana Investment Advisors, Inc. 630.01%0.04%0.08%Q2 2013Q3 20159
U.S. Capital Wealth Advisors, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
Syverson Strege & Co 810.02%0.05%0.07%Q4 2020Q1 20239
Laidlaw Group, LLC 991.99%2.12%2.19%Q2 2013Q2 20159
AVIANCE CAPITAL MANAGEMENT, LLC 540.00%0.01%0.03%Q1 2014Q1 20189
OptiFour Integrated Wealth Management, LLC 992.28%3.84%4.50%Q4 2017Q4 20199
Neuberger Berman Group LLC 810.00%0.01%0.01%Q2 2016Q4 20209
BAKER TILLY WEALTH MANAGEMENT, LLC 540.03%0.04%0.08%Q1 2021Q2 20239
TCI Wealth Advisors, Inc. 310.00%0.00%0.01%Q4 2013Q1 20239
Elmwood Wealth Management, Inc. 990.22%0.54%0.75%Q1 2018Q1 20209
PRINCIPAL FINANCIAL GROUP INC 410.00%0.00%0.00%Q2 2017Q3 20239
TOWNSQUARE CAPITAL LLC 610.02%0.05%0.24%Q4 2018Q3 20239
Gladstone Institutional Advisory LLC 540.02%0.17%0.69%Q2 2019Q1 20239
Marble Harbor Investment Counsel, LLC 990.06%0.07%0.08%Q2 2021Q2 20239
WC Walker & Associates, Inc. 990.18%0.27%0.56%Q4 2020Q4 20229
Alhambra Investment Management LLC 990.22%0.44%0.75%Q4 2019Q4 20219
Hudson Capital Management LLC 995.04%7.94%10.03%Q4 2017Q4 20199
Dentgroup LLC 990.24%0.29%0.35%Q4 2021Q4 20239
Bickling Financial Services, Inc. 990.17%0.41%0.63%Q4 2020Q4 20229
Integrated Wealth Management 990.09%0.10%0.11%Q1 2015Q1 20179
Antonetti Capital Management LLC 540.74%2.61%5.52%Q3 2013Q4 20229
MMA ASSET MANAGEMENT LLC 991.24%2.10%2.85%Q2 2021Q2 20239
Pettinga Financial Advisors LLC 540.13%0.50%1.30%Q4 2018Q1 20219
FLAGSTAR ADVISORS INC 990.16%0.22%0.25%Q3 2021Q3 20239
WealthTrust Fairport, LLC 990.88%0.95%1.06%Q1 2017Q1 20199
Krilogy Financial LLC 990.02%0.03%0.04%Q4 2020Q4 20229
Private Capital Group, LLC 990.01%0.02%0.04%Q4 2017Q4 20199
Simply Money Advisors 630.00%4.03%6.47%Q3 2013Q2 20169
GUARDIAN CAPITAL ADVISORS LP 990.03%0.04%0.05%Q1 2017Q1 20199
NWAM LLC 810.03%0.08%0.18%Q2 2020Q3 20229
Emerald Advisors, LLC 630.29%0.59%0.94%Q1 2020Q3 20229
WJ Wealth Management, LLC 810.19%5.45%13.62%Q4 2019Q3 20239
UBS ASSET MANAGEMENT AMERICAS INC 630.00%0.00%0.00%Q3 2013Q2 20189
Ruggie Capital Group 420.01%0.58%2.48%Q4 2014Q4 20189
Windsor Capital Management, LLC 992.36%2.85%3.29%Q3 2021Q3 20239
QUATTRO FINANCIAL ADVISORS LLC 810.21%7.72%27.74%Q1 2017Q4 20199
Fort Point Capital Partners LLC 630.20%0.31%0.59%Q3 2018Q4 20229
Harbour Capital Advisors, LLC 410.00%0.21%0.37%Q2 2013Q2 20189
NORTHERN TRUST CORP 610.00%0.01%0.04%Q3 2017Q3 20239
Hayden Royal, LLC 990.14%0.21%0.43%Q4 2019Q4 20219
ZACKS INVESTMENT MANAGEMENT 880.02%0.04%0.07%Q3 2021Q2 20238
SHEETS SMITH WEALTH MANAGEMENT 710.01%0.38%0.56%Q3 2018Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 882.03%3.55%4.73%Q4 2021Q3 20238
Vestmark Advisory Solutions, Inc. 530.02%0.29%0.95%Q1 2019Q4 20228
Rossmore Private Capital 880.04%0.05%0.07%Q2 2021Q1 20238
TIEDEMANN ADVISORS, LLC 880.01%0.02%0.03%Q2 2018Q1 20208
Summit Place Financial Advisors, LLC 880.35%0.71%1.10%Q4 2021Q3 20238
Global Atlantic Investment Advisors, LLC 882.33%4.26%5.24%Q4 2014Q3 20168
MMBG INVESTMENT ADVISORS CO. 880.15%0.49%0.69%Q4 2021Q3 20238
Narus Financial Partners, LLC 440.17%0.80%1.53%Q4 2016Q4 20228
Main Street Financial Solutions, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.06%0.14%0.20%Q1 2020Q4 20218
RMB Capital Management, LLC 880.01%0.03%0.04%Q2 2017Q1 20198
GRIES FINANCIAL LLC 310.08%0.18%0.29%Q1 2021Q3 20238
Investment Advisory Group, LLC 880.12%0.18%0.22%Q4 2021Q3 20238
Old Port Advisors 880.08%0.13%0.20%Q2 2021Q1 20238
OIKOS HOLDINGS LLC 8814.15%36.38%62.53%Q4 2017Q3 20198
Paradigm Financial Advisors, LLC 880.17%0.25%0.45%Q1 2020Q4 20218
NorthRock Partners, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
NEW ENGLAND ASSET MANAGEMENT INC 610.00%0.01%0.01%Q4 2017Q3 20238
DMC Group, LLC 881.47%1.75%1.92%Q4 2021Q3 20238
Artemis Wealth Advisors, LLC 880.00%0.02%0.08%Q4 2021Q3 20238
Wealth Advisory Solutions, LLC 620.36%0.44%0.54%Q2 2021Q2 20238
Stone House Investment Management, LLC 710.02%4.18%5.81%Q1 2017Q1 20198
CAPITAL INSIGHT PARTNERS, LLC 880.04%0.12%0.18%Q2 2020Q1 20228
Golden State Equity Partners 530.19%0.31%0.55%Q1 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 880.81%1.08%1.25%Q4 2021Q3 20238
AEGON USA Investment Management, LLC 880.01%0.64%1.81%Q2 2013Q1 20158
FIRST TRUST ADVISORS LP 880.00%0.00%0.00%Q1 2017Q4 20188
FINANCIAL ADVISORY PARTNERS, LLC 880.96%1.73%2.23%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 880.06%0.09%0.14%Q1 2021Q4 20228
Koshinski Asset Management, Inc. 610.02%0.07%0.12%Q4 2018Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Raab & Moskowitz Asset Management LLC 880.11%0.67%0.95%Q1 2018Q4 20198
Conservest Capital Advisors, Inc. 712.65%2.95%3.30%Q3 2017Q4 20198
Schrum Private Wealth Management LLC 880.24%0.38%0.58%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.25%0.51%0.75%Q4 2021Q3 20238
WASHINGTON TRUST BANK 880.00%0.00%0.00%Q3 2016Q2 20188
Sequoia Financial Advisors, LLC 710.03%0.26%0.37%Q4 2013Q3 20178
Lombard Odier Transatlantic Ltd 880.18%0.50%1.13%Q4 2014Q3 20168
Cerity Partners LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Ignite Planners, LLC 880.12%0.27%0.37%Q4 2021Q3 20238
Renasant Bank 620.19%0.23%0.30%Q4 2020Q3 20238
WealthOne, LLC 610.12%0.25%0.44%Q4 2018Q2 20238
Oak Asset Management, LLC 410.16%0.31%0.49%Q4 2017Q3 20228
FLPUTNAM INVESTMENT MANAGEMENT CO 880.04%0.88%1.26%Q4 2021Q3 20238
Cedar Brook Financial Partners, LLC 880.12%0.23%0.27%Q4 2018Q3 20208
WASHINGTON TRUST Co 710.00%0.00%0.01%Q2 2018Q3 20218
Connecticut Wealth Management, LLC 710.05%0.11%0.19%Q2 2018Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.58%0.93%1.26%Q4 2018Q3 20208
RWA WEALTH PARTNERS, LLC 620.00%0.07%0.22%Q1 2017Q3 20238
Sightline Wealth Advisors, LLC 880.45%0.80%0.94%Q4 2020Q3 20228
Jefferies Group LLC 310.00%0.03%0.11%Q2 2013Q2 20168
Allspring Global Investments Holdings, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Foundations Investment Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.41%0.73%0.98%Q4 2021Q3 20238
City State Bank 880.01%0.09%0.20%Q4 2021Q3 20238
Scarborough Advisors, LLC 881.04%1.25%1.50%Q4 2021Q3 20238
Kowal Investment Group, LLC 880.06%0.16%0.31%Q3 2021Q2 20238
Bogart Wealth, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
4J Wealth Management LLC 880.23%0.28%0.35%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.02%0.05%Q4 2021Q3 20238
Crow Point Partners, LLC 880.08%0.22%0.60%Q1 2018Q4 20198
Stadion Money Management, LLC 880.18%0.85%1.47%Q2 2013Q1 20158
MONEY CONCEPTS CAPITAL CORP 710.10%0.21%0.38%Q1 2021Q2 20238
Cypress Capital Group 880.08%0.20%0.24%Q2 2018Q1 20208
Rise Advisors, LLC 880.74%5.29%9.89%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.01%0.01%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%2.93%4.85%Q3 2018Q2 20208
Schechter Investment Advisors, LLC 880.32%0.40%0.46%Q4 2021Q3 20238
EXENCIAL WEALTH ADVISORS, LLC 530.01%0.02%0.03%Q4 2020Q4 20228
ETF Store, Inc. 882.32%2.76%3.17%Q4 2021Q3 20238
STRATEGY ASSET MANAGERS LLC 510.08%0.16%0.22%Q3 2020Q4 20228
CKW FINANCIAL GROUP 880.00%0.00%0.01%Q4 2016Q3 20188
CARDIFF PARK ADVISORS, LLC 880.05%0.11%0.17%Q4 2021Q3 20238
McAdam, LLC 320.00%0.03%0.08%Q1 2018Q3 20238
Verition Fund Management LLC 410.02%0.91%4.22%Q4 2018Q2 20217
Trilogy Capital Inc. 770.04%0.83%1.54%Q2 2018Q4 20197
FLOW TRADERS U.S. LLC 310.00%0.22%0.74%Q4 2018Q4 20227
Relative Value Partners Group, LLC 770.06%2.32%2.84%Q4 2016Q2 20187
USAdvisors Wealth Management, LLC 770.18%0.53%1.04%Q4 2017Q2 20197
StoneX Group Inc. 310.02%0.13%0.39%Q1 2019Q2 20237
Intrua Financial, LLC 770.04%0.05%0.07%Q1 2021Q3 20227
American Financial Advisors, LLC 770.17%0.51%0.97%Q1 2022Q3 20237
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 770.11%0.18%0.45%Q1 2018Q3 20197
MA Private Wealth 520.06%0.06%0.07%Q2 2019Q1 20217
CAPITAL CITY TRUST CO/FL 770.18%0.22%0.29%Q1 2020Q3 20217
Executive Wealth Management, LLC 770.05%0.09%0.20%Q1 2022Q3 20237
Brouwer & Janachowski, LLC 770.08%0.25%0.68%Q4 2013Q2 20157
Values First Advisors, Inc. 770.84%0.97%1.15%Q4 2019Q2 20217
Leicht Financial Planning & Wealth Management, Inc. 770.24%2.80%6.82%Q3 2018Q1 20207
Capstone Financial Advisors, Inc. 610.06%0.28%0.58%Q4 2014Q4 20187
Baystate Wealth Management LLC 510.00%0.00%0.01%Q4 2019Q1 20237
KMG FIDUCIARY PARTNERS, LLC 430.04%0.07%0.12%Q4 2019Q3 20217
Balentine LLC 410.00%0.00%0.00%Q2 2016Q1 20237
Lebenthal Global Advisors, LLC 610.13%0.21%0.31%Q4 2020Q2 20237
TD Capital Management LLC 770.02%0.02%0.04%Q3 2020Q1 20227
MBL Wealth, LLC 410.81%1.76%2.40%Q4 2020Q4 20227
Placemark Investments, Inc. 770.10%0.15%0.20%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 430.35%0.44%0.67%Q1 2021Q4 20227
Delek Group, Ltd. 770.03%0.11%0.16%Q4 2017Q2 20197
HoyleCohen, LLC 770.05%0.06%0.08%Q1 2022Q3 20237
Chicago Partners Investment Group LLC 410.01%0.01%0.04%Q1 2017Q2 20237
BRASADA CAPITAL MANAGEMENT, LP 770.05%0.11%0.34%Q1 2022Q3 20237
Crossmark Global Holdings, Inc. 610.66%0.76%0.83%Q3 2016Q4 20187
Northeast Financial Consultants Inc 770.04%0.04%0.05%Q1 2019Q3 20207
PINNACLE FINANCIAL PARTNERS INC 770.02%0.05%0.08%Q1 2022Q3 20237
Carmel Capital Partners, LLC 430.16%0.91%2.58%Q4 2021Q3 20237
Vivaldi Capital Management LP 770.05%0.09%0.22%Q1 2021Q3 20227
Parisi Gray Wealth Management 610.05%0.08%0.10%Q4 2017Q2 20217
Integrated Advisors Network LLC 770.05%0.10%0.16%Q1 2022Q3 20237
Investmark Advisory Group LLC 610.03%0.17%0.26%Q4 2021Q3 20237
OAK HARBOR WEALTH PARTNERS, LLC 770.05%0.05%0.06%Q4 2021Q2 20237
Kerntke Otto McGlone Wealth Management Group 610.11%0.18%0.26%Q4 2019Q4 20227
American Financial Network Advisory Services LLC 770.02%2.58%6.30%Q4 2017Q2 20197
Bluefin Trading, LLC 310.04%0.37%1.10%Q4 2013Q3 20187
First Personal Financial Services 610.00%0.17%0.23%Q1 2018Q4 20197
TimeScale Financial, Inc. 770.01%0.01%0.02%Q2 2019Q4 20207
Aspire Private Capital, LLC 610.00%0.22%0.50%Q4 2018Q4 20227
Almanack Investment Partners, LLC. 610.03%0.14%0.30%Q1 2018Q3 20227
Destiny Wealth Partners, LLC 770.47%0.65%0.77%Q1 2022Q3 20237
Intelligence Driven Advisers, LLC 520.06%0.30%0.58%Q4 2018Q3 20217
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.74%0.99%1.07%Q1 2022Q3 20237
BlueCrest Capital Management Ltd 520.12%0.62%1.55%Q3 2021Q3 20237
Windhaven Investment Management, Inc. 770.52%0.65%0.72%Q2 2013Q4 20147
One Capital Management, LLC 610.03%0.09%0.14%Q2 2021Q3 20237
Bay Harbor Wealth Management, LLC 610.00%0.15%0.36%Q4 2018Q1 20227
Bank of New Hampshire 770.02%0.03%0.03%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q4 2014Q1 20237
HOLDERNESS INVESTMENTS CO 770.22%0.28%0.36%Q3 2018Q1 20207
BOK Financial Private Wealth, Inc. 770.24%0.26%0.27%Q2 2016Q4 20177
Founders Capital Management 610.00%0.01%0.01%Q4 2017Q3 20237
WALLER FINANCIAL PLANNING GROUP, INC 770.71%2.77%5.71%Q2 2022Q4 20237
Ford Financial Group, LLC 770.02%0.10%0.13%Q2 2020Q4 20217
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 770.57%1.02%1.51%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 770.00%0.03%0.13%Q1 2022Q3 20237
New England Private Wealth Advisors LLC 520.07%0.21%0.32%Q2 2013Q2 20207
Financial Partners Group, Inc 430.07%0.51%1.17%Q4 2017Q3 20237
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.07%0.20%0.27%Q1 2022Q3 20237
Darwin Wealth Management, LLC 770.09%0.89%2.07%Q4 2018Q2 20207
Montecito Bank & Trust 770.22%0.52%1.53%Q3 2018Q1 20207
Jackson Wealth Management, LLC 771.28%2.46%4.06%Q2 2018Q4 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.09%0.36%0.60%Q2 2013Q4 20147
MCMORGAN & CO LLC 770.64%2.02%2.89%Q1 2022Q3 20237
INNEALTA CAPITAL, LLC 770.36%3.06%7.39%Q1 2022Q3 20237
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 770.13%2.35%4.39%Q4 2020Q2 20227
Horizon Investments, LLC 310.00%0.48%1.37%Q1 2014Q3 20237
Peak Capital Management LLC 770.15%0.50%0.98%Q2 2017Q4 20187
CAPE ANN SAVINGS BANK 610.43%2.95%4.34%Q2 2018Q2 20207
Weaver Consulting Group 430.07%0.98%2.06%Q4 2019Q3 20237
First National Bank of South Miami 430.01%0.02%0.03%Q4 2018Q3 20217
Benedetti & Gucer, Inc. 770.46%0.58%0.70%Q1 2022Q3 20237
Virtue Capital Management, LLC 430.00%0.10%0.25%Q4 2017Q1 20237
PIN OAK INVESTMENT ADVISORS INC 770.06%0.08%0.11%Q3 2018Q1 20207
HAZLETT, BURT & WATSON, INC. 770.00%0.01%0.04%Q1 2022Q3 20237
RELIANCE TRUST CO OF DELAWARE 770.07%0.10%0.12%Q2 2013Q4 20147
IFS Advisors, LLC 770.06%0.11%0.21%Q2 2022Q4 20237
HARVEY CAPITAL MANAGEMENT INC 510.52%0.63%0.73%Q2 2017Q1 20196
NorthCrest Asset Manangement, LLC 310.02%0.03%0.04%Q4 2021Q3 20236
MONUMENTAL FINANCIAL GROUP INC. 661.09%1.16%1.23%Q2 2022Q3 20236
Sunflower Bank, N.A. 660.19%0.22%0.26%Q4 2020Q1 20226
SYMONS CAPITAL MANAGEMENT INC 660.14%0.15%0.16%Q2 2020Q3 20216
MOODY NATIONAL BANK TRUST DIVISION 660.11%0.13%0.16%Q2 2022Q3 20236
Byrne Asset Management LLC 660.01%1.05%1.87%Q4 2021Q1 20236
BAILARD, INC. 420.01%0.10%0.19%Q3 2018Q1 20226
FOCUS Wealth Advisors, LLC 661.11%1.16%1.21%Q2 2022Q3 20236
Blueprint Investment Partners LLC 511.07%1.68%2.72%Q1 2022Q3 20236
Surevest, LLC 660.20%2.80%4.06%Q4 2018Q1 20206
North Star Investment Management Corp. 660.00%0.00%0.00%Q2 2022Q3 20236
Hoese & Co LLP 661.44%4.62%5.99%Q1 2022Q2 20236
MBM Wealth Consultants, LLC 661.81%3.04%3.78%Q2 2022Q3 20236
BTS Asset Management, Inc. 660.18%0.73%1.99%Q2 2022Q3 20236
BARD ASSOCIATES INC 660.16%0.21%0.34%Q2 2022Q3 20236
Sound Income Strategies, LLC 510.00%0.01%0.04%Q2 2018Q1 20216
HRT FINANCIAL LP 330.00%0.01%0.02%Q1 2021Q3 20226
Galvin, Gaustad & Stein, LLC 660.04%0.16%0.27%Q4 2020Q1 20226
Smith, Salley & Associates 660.02%0.14%0.36%Q1 2021Q2 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.33%0.84%1.74%Q2 2022Q3 20236
Aris Wealth Services, Inc. 660.55%0.71%1.34%Q2 2014Q3 20156
Selective Wealth Management, Inc. 660.00%0.08%0.20%Q2 2021Q3 20226
ProVise Management Group, LLC 510.02%0.09%0.20%Q1 2014Q3 20236
MRA Advisory Group 663.62%4.52%5.76%Q4 2021Q1 20236
Zurich Insurance Group Ltd/FI 660.00%0.00%0.00%Q2 2018Q3 20196
Clearview Wealth Advisors LLC 660.15%0.19%0.25%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.60%0.87%1.10%Q2 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.01%0.01%0.01%Q2 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 660.00%1.41%2.47%Q4 2021Q1 20236
Cooper Financial Group 660.12%0.13%0.16%Q4 2018Q1 20206
Blue Fin Capital, Inc. 660.11%0.21%0.26%Q2 2022Q3 20236
WILSEY ASSET MANAGEMENT INC 660.08%2.00%6.68%Q3 2020Q4 20216
Seaside Wealth Management, Inc. 660.12%0.14%0.17%Q2 2022Q3 20236
Meridian Wealth Management, LLC 510.02%0.09%0.20%Q2 2019Q2 20236
Fusion Investment Group, LLC 420.12%0.23%0.35%Q4 2013Q3 20156
TAP Consulting, LLC 661.41%2.01%2.96%Q2 2022Q3 20236
Visionary Wealth Advisors 660.19%0.55%0.98%Q2 2022Q3 20236
NAVELLIER & ASSOCIATES INC 660.04%0.25%1.00%Q3 2012Q4 20136
Parsec Financial Management, Inc. 660.29%1.14%1.71%Q4 2021Q1 20236
GFS Advisors, LLC 660.07%0.14%0.21%Q3 2021Q4 20226
LFA - Lugano Financial Advisors SA 510.20%1.58%3.26%Q2 2018Q4 20196
Modera Wealth Management, LLC 420.04%0.30%0.85%Q4 2021Q3 20236
Barber Financial Group, Inc. 310.07%0.74%2.70%Q2 2018Q3 20226
BNP PARIBAS FINANCIAL MARKETS 510.00%0.00%0.01%Q4 2021Q3 20236
Ameritas Investment Company, LLC 310.00%0.04%0.16%Q4 2018Q1 20216
Householder Group Estate & Retirement Specialist, LLC 410.01%0.14%0.21%Q4 2021Q3 20236
SPINNAKER TRUST 660.06%0.90%1.84%Q3 2018Q4 20196
UBS AG 660.07%0.09%0.10%Q2 2013Q3 20146
United Asset Strategies, Inc. 420.06%0.15%0.32%Q1 2018Q3 20236
Marietta Wealth Management, LLC 660.17%0.35%0.57%Q1 2021Q2 20226
Strategic Equity Management 660.58%0.99%1.83%Q4 2020Q1 20226
FinTrust Capital Advisors, LLC 660.01%0.14%0.42%Q4 2018Q1 20206
Bluesphere Advisors, LLC 661.74%2.36%3.42%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 510.01%0.09%0.16%Q1 2022Q3 20236
FIRST AMERICAN TRUST, FSB 660.17%0.63%1.21%Q2 2022Q3 20236
Icon Wealth Partners, LLC 510.01%0.07%0.14%Q1 2019Q4 20216
GREENUP STREET WEALTH MANAGEMENT LLC 660.15%0.72%1.54%Q2 2022Q3 20236
BANK OF NOVA SCOTIA 420.00%0.02%0.05%Q2 2018Q2 20226
DHK Financial Advisors, Inc. 660.56%1.40%1.98%Q2 2022Q3 20236
Lansing Street Advisors 660.04%0.60%0.96%Q1 2022Q2 20236
First Allied Asset Management, Inc. 420.06%0.11%0.24%Q2 2013Q4 20146
CAMBRIDGE TRUST CO 660.00%0.01%0.01%Q4 2021Q1 20236
Seneca House Advisors 660.92%1.03%1.20%Q4 2017Q1 20196
Highlander Capital Management, LLC 660.01%0.13%0.18%Q4 2016Q1 20186
EAGLE GLOBAL ADVISORS LLC 510.01%0.07%0.11%Q1 2015Q3 20236
C M BIDWELL & ASSOCIATES LTD 660.15%0.43%0.60%Q1 2018Q2 20196
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
Apollon Wealth Management, LLC 420.02%0.03%0.04%Q4 2021Q3 20236
ARS Investment Partners, LLC 660.13%0.19%0.24%Q4 2016Q1 20186
AXXCESS WEALTH MANAGEMENT, LLC 510.04%0.28%0.55%Q4 2021Q3 20236
Continuum Advisory, LLC 330.04%0.05%0.07%Q1 2022Q3 20236
FORTE ASSET MANAGEMENT LLC 663.28%3.74%4.14%Q2 2022Q3 20236
Pflug Koory, LLC 660.01%0.01%0.01%Q2 2017Q3 20186
PRUDENTIAL PLC 310.01%0.87%2.90%Q2 2017Q1 20206
Argentus Capital Management, LLC 660.02%0.16%0.72%Q2 2015Q3 20166
Azimuth Capital Management LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Essex Savings Bank 330.00%0.04%0.09%Q4 2018Q4 20226
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2016Q3 20226
Avior Wealth Management, LLC 510.00%0.00%0.00%Q3 2020Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.04%0.06%0.09%Q2 2021Q3 20226
Hilton Capital Management, LLC 660.09%0.58%1.57%Q2 2017Q3 20186
Kovack Advisors, Inc. 330.08%0.99%2.29%Q3 2013Q3 20186
Orinda Asset Management LLC 660.13%0.19%0.26%Q2 2013Q3 20146
Clark Capital Management Group, Inc. 420.19%0.23%0.33%Q1 2017Q3 20186
HAYS ADVISORY LLC 550.41%0.50%0.60%Q3 2017Q3 20185
Good Life Advisors, LLC 550.07%0.08%0.09%Q3 2018Q3 20195
Portfolio Strategies Inc 550.01%0.01%0.01%Q4 2016Q4 20175
First Command Bank 550.00%0.00%0.01%Q1 2021Q1 20225
MADISON INVESTMENT HOLDINGS INC 550.01%0.12%0.26%Q4 2017Q4 20185
ACCURATE INVESTMENT SOLUTIONS, INC. 320.01%0.53%2.15%Q1 2017Q3 20185
Greystone Financial Group, LLC 310.05%0.83%3.84%Q4 2020Q3 20235
Mayflower Financial Advisors, LLC 410.04%0.04%0.05%Q4 2020Q3 20225
Gupta Wealth Management LLC 550.12%0.15%0.19%Q1 2015Q1 20165
ARS Wealth Advisors, LLC 555.35%6.22%7.05%Q4 2013Q4 20145
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.05%Q4 2020Q4 20215
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Lumature Wealth Partners, LLC 550.02%0.58%2.49%Q2 2022Q2 20235
FINANCIAL LIFE ADVISORS 550.11%0.36%1.02%Q3 2022Q3 20235
F3Logic, LLC 550.05%0.36%0.92%Q1 2018Q1 20195
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
CITIZENS FINANCIAL GROUP INC/RI 410.00%0.00%0.00%Q2 2016Q3 20195
PineBridge Investments, L.P. 410.13%0.45%0.78%Q1 2014Q3 20195
Mount Yale Investment Advisors, LLC 550.01%0.04%0.08%Q2 2018Q2 20195
CoreCap Advisors, LLC 550.01%0.05%0.08%Q4 2021Q4 20225
Colonial Trust Advisors 550.81%0.92%1.23%Q3 2022Q3 20235
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.45%0.67%0.86%Q1 2021Q1 20225
Snider Financial Group 550.13%0.33%0.62%Q2 2021Q2 20225
S. R. Schill & Associates 551.11%2.39%3.21%Q2 2018Q2 20195
Pinnacle Advisory Group, Inc. 410.02%0.18%0.54%Q2 2016Q4 20185
Seven Springs Wealth Group, LLC 550.41%2.77%4.36%Q1 2022Q1 20235
MIDDLETON & CO INC/MA 550.03%0.70%1.78%Q3 2022Q3 20235
Sargent Bickham Lagudis LLC 410.01%0.42%0.72%Q4 2018Q4 20225
Lloyd Advisory Services, LLC. 550.00%0.00%0.00%Q4 2019Q4 20205
BB&T INVESTMENT SERVICES, INC. 550.01%0.20%0.40%Q4 2016Q4 20175
BOSTON PRIVATE BANK & TRUST CO 550.00%0.00%0.00%Q1 2014Q1 20155
Magnus Financial Group LLC 550.04%0.07%0.12%Q4 2018Q4 20195
Eagle Capital Management, LLC 558.11%8.49%9.38%Q4 2013Q4 20145
SONATA CAPITAL GROUP INC 550.54%0.71%0.78%Q4 2014Q4 20155
Traverso Chambers Private Wealth Management, LLC 550.56%0.68%0.77%Q4 2018Q4 20195
Truvestments Capital LLC 410.00%0.01%0.04%Q2 2020Q3 20215
GABLES CAPITAL MANAGEMENT INC. 550.03%0.03%0.04%Q3 2020Q3 20215
STABLEFORD CAPITAL II LLC 410.46%6.55%14.03%Q2 2018Q4 20195
B, B, H, & B INC. 550.27%3.30%6.52%Q4 2020Q4 20215
SeaCrest Wealth Management, LLC 410.00%0.00%0.01%Q2 2018Q2 20225
Walleye Trading LLC 320.00%0.00%0.00%Q1 2015Q2 20165
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.28%3.57%6.70%Q4 2017Q4 20185
THEORY FINANCIAL LLC 320.18%2.40%4.02%Q1 2022Q2 20235
GPS Wealth Strategies Group, LLC 320.01%0.01%0.02%Q2 2022Q3 20235
Savior LLC 550.00%0.01%0.04%Q3 2022Q3 20235
FIRST INTERSTATE BANK 320.00%0.02%0.05%Q1 2019Q1 20235
F-Squared Investment Management, LLC 552.35%2.73%2.89%Q3 2013Q3 20145
Westwind Capital 310.02%0.03%0.04%Q2 2019Q4 20225
First Command Financial Services, Inc. 550.00%0.00%0.01%Q1 2021Q1 20225
Covestor Ltd 550.01%0.02%0.02%Q3 2022Q3 20235
Royal Fund Management, LLC 210.00%0.23%0.80%Q3 2017Q3 20225
OLD NATIONAL BANCORP /IN/ 550.05%0.06%0.10%Q3 2022Q3 20235
Colonial Trust Co / SC 551.03%1.14%1.36%Q3 2022Q3 20235
TRUE Private Wealth Advisors 410.01%0.88%4.10%Q2 2019Q3 20235
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q2 2014Q1 20225
Professional Financial Advisors, LLC 410.01%0.12%0.58%Q4 2021Q3 20235
Moors & Cabot, Inc. 410.04%0.06%0.14%Q1 2018Q3 20195
Stratos Wealth Advisors, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 550.44%1.18%1.76%Q2 2021Q2 20225
FIDUCIENT ADVISORS LLC 550.14%0.21%0.30%Q2 2022Q2 20235
Ameliora Wealth Management Ltd. 550.30%0.32%0.35%Q3 2022Q3 20235
Eudaimonia Partners, LLC 410.01%0.02%0.02%Q4 2019Q1 20215
Marks Wealth, LLC 553.41%3.95%4.93%Q1 2021Q1 20225
Sanctuary Wealth Management, L.L.C. 210.09%0.23%0.42%Q1 2010Q3 20235
STRINGER ASSET MANAGEMENT, LLC 320.25%1.08%1.68%Q3 2014Q2 20195
VSR Financial Services, Inc. 210.03%0.13%0.33%Q2 2013Q2 20165
SAGE RHINO CAPITAL LLC 550.24%0.29%0.34%Q2 2020Q2 20215
UNIONVIEW, LLC 410.21%0.33%0.45%Q1 2022Q3 20235
VisionPoint Advisory Group, LLC 550.07%0.13%0.18%Q4 2018Q4 20195
Spartan Planning & Wealth Management 410.00%0.65%3.08%Q1 2022Q3 20235
Leonetti & Associates, LLC 550.66%2.32%5.78%Q4 2017Q4 20185
Virtus Family Office LLC 554.48%6.39%7.50%Q3 2022Q3 20235
KCS Wealth Advisory 550.21%0.33%0.61%Q4 2017Q4 20185
SOUTHERN CAPITAL ADVISORS, LLC 550.60%0.69%0.79%Q1 2022Q1 20235
FineMark National Bank & Trust 550.00%0.00%0.00%Q2 2015Q2 20165
Towerpoint Wealth, LLC 550.19%0.55%0.94%Q4 2017Q4 20185
KESTRA PRIVATE WEALTH SERVICES, LLC 320.01%0.02%0.04%Q1 2022Q3 20235
IRONWOOD WEALTH MANAGEMENT, INC. 550.00%0.01%0.01%Q4 2020Q4 20215
WEALTHFRONT Corp 550.00%0.00%0.00%Q3 2014Q3 20155
361 CAPITAL LLC 550.04%0.13%0.20%Q2 2018Q2 20195
PEAPACK GLADSTONE FINANCIAL CORP 550.17%0.21%0.26%Q3 2022Q3 20235
Blue Granite Capital, LLC 550.26%0.64%1.21%Q4 2016Q4 20175
Treynor Bancshares, Inc. 551.16%3.27%4.61%Q3 2022Q3 20235
Venturi Wealth Management, LLC 550.08%0.09%0.10%Q3 2022Q3 20235
Triumph Capital Management 320.02%0.69%1.64%Q1 2022Q3 20235
Golden State Wealth Management, LLC 310.01%0.01%0.03%Q1 2019Q3 20205
MONTAG A & ASSOCIATES INC 550.02%0.02%0.03%Q1 2022Q1 20235
Quantum Capital Management, LLC / NJ 444.44%5.35%6.24%Q2 2013Q1 20144
Resurgent Financial Advisors LLC 440.08%0.10%0.10%Q4 2022Q3 20234
Baltimore-Washington Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2014Q3 20154
MTM Investment Management, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Helen Stephens Group, LLC 440.22%0.33%0.44%Q4 2022Q3 20234
BENEDICT FINANCIAL ADVISORS INC 440.85%0.89%0.92%Q3 2021Q2 20224
Foresight Wealth Management, LLC 440.15%0.56%1.52%Q4 2018Q3 20194
Cunning Capital Partners, LP 440.24%0.28%0.40%Q4 2022Q3 20234
Keystone Wealth Services, LLC 440.30%0.33%0.34%Q4 2022Q3 20234
Bull Oak Capital, LLC 222.11%2.93%4.42%Q4 2021Q4 20224
1919 Investment Counsel, LLC 440.02%0.03%0.04%Q4 2013Q3 20144
TRUST CO OF VERMONT 440.00%0.00%0.01%Q2 2022Q1 20234
Addison Advisors LLC 440.12%0.17%0.22%Q4 2022Q3 20234
SWISS REINSURANCE CO LTD 442.18%9.08%24.23%Q3 2013Q2 20144
Oliver Luxxe Assets LLC 440.21%0.21%0.22%Q3 2017Q2 20184
FLC Capital Advisors 440.13%0.15%0.21%Q4 2018Q3 20194
Simmons Bank 440.02%0.05%0.07%Q1 2019Q4 20194
AlphaCore Capital LLC 220.30%0.35%0.42%Q4 2019Q3 20234
Syntegra Private Wealth Group, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
Quad-Cities Investment Group, LLC 440.14%0.19%0.26%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.11%0.43%1.11%Q1 2020Q3 20234
Centric Wealth Management 440.54%0.72%0.89%Q4 2020Q3 20214
HHM Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wealthspire Advisors, LLC 310.02%0.02%0.03%Q1 2020Q4 20214
Paracle Advisors, LLC 440.12%0.13%0.15%Q2 2020Q1 20214
Providence Capital Advisors, LLC 310.31%0.47%0.54%Q1 2022Q3 20234
Karn, Couzens & Associates, Inc. 440.25%0.28%0.32%Q2 2021Q1 20224
Kades & Cheifetz LLC 441.29%1.36%1.44%Q4 2022Q3 20234
WOODWARD DIVERSIFIED CAPITAL, LLC 440.18%0.19%0.21%Q4 2021Q3 20224
Western Financial Corp/CA 440.50%0.52%0.54%Q4 2022Q3 20234
Eagle Strategies LLC 440.72%0.92%1.21%Q1 2022Q4 20224
Itau Unibanco Holding S.A. 310.31%0.77%1.45%Q2 2017Q3 20204
Cabot-Wellington, LLC 440.26%0.52%0.67%Q2 2014Q1 20154
IFG Advisory, LLC 440.06%0.09%0.11%Q2 2018Q1 20194
BANQUE PICTET & CIE SA 310.01%0.02%0.05%Q3 2018Q3 20234
Tradewinds Capital Management, LLC 310.00%0.00%0.00%Q1 2014Q4 20174
CANANDAIGUA NATIONAL BANK & TRUST CO 440.06%0.08%0.10%Q2 2017Q1 20184
Crew Capital Management, Ltd. 310.37%0.51%0.59%Q1 2022Q2 20234
Chanos & Co LP 440.92%1.91%4.56%Q1 2018Q4 20184
Farther Finance Advisors, LLC 440.09%0.13%0.18%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.04%0.05%0.06%Q1 2017Q4 20174
Oakworth Capital, Inc. 310.00%0.00%0.00%Q2 2020Q3 20224
KARLINSKI ANDREW C 440.31%0.45%0.54%Q4 2021Q3 20224
TCP Asset Management, LLC 440.67%0.96%1.33%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Center For Asset Management LLC 310.33%0.55%0.80%Q2 2021Q4 20224
SALEM INVESTMENT COUNSELORS INC 440.01%0.01%0.01%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.02%0.06%0.17%Q4 2021Q4 20224
Independent Portfolio Consultants, Inc. 440.00%0.03%0.08%Q3 2016Q2 20174
ROSENBLUM SILVERMAN SUTTON S F INC /CA 220.34%0.83%1.41%Q2 2022Q3 20234
Private Wealth Partners, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 440.13%0.22%0.40%Q2 2013Q1 20144
Capstone Triton Financial Group, LLC 310.11%0.15%0.18%Q4 2020Q3 20224
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.01%0.01%Q2 2018Q4 20224
SageView Advisory Group, LLC 440.02%0.03%0.07%Q4 2022Q3 20234
Lighthouse Financial Advisors, Inc. 440.21%0.25%0.30%Q2 2020Q1 20214
BTC Capital Management, Inc. 440.58%0.60%0.64%Q3 2014Q2 20154
NAPLES GLOBAL ADVISORS, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.02%0.02%0.02%Q4 2019Q3 20204
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.03%0.06%0.10%Q4 2018Q3 20194
Family Asset Management, LLC 440.08%0.10%0.14%Q4 2022Q3 20234
Ackerman Capital Advisors, LLC 440.01%0.22%0.68%Q4 2018Q3 20194
OLD DOMINION CAPITAL MANAGEMENT INC 441.82%2.06%2.43%Q4 2020Q3 20214
RELIANCE TRUST CO 440.24%0.30%0.36%Q4 2013Q3 20144
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.03%0.03%0.04%Q1 2022Q4 20224
Coppell Advisory Solutions LLC 440.06%0.31%1.06%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 311.24%1.28%1.30%Q4 2018Q3 20234
EMERSON INVESTMENT MANAGEMENT, LLC 440.05%0.05%0.05%Q1 2015Q4 20154
Carmichael Hill & Associates, Inc. 440.01%0.01%0.01%Q2 2021Q1 20224
Dynasty Wealth Management, LLC 440.14%0.43%0.71%Q4 2017Q3 20184
Accurate Wealth Management, LLC 440.07%0.12%0.15%Q3 2022Q2 20234
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.23%0.29%0.32%Q1 2022Q4 20224
Wealthstreet Investment Advisors, LLC 440.03%0.05%0.06%Q1 2019Q4 20194
LVW Advisors, LLC 440.23%0.24%0.25%Q4 2018Q3 20194
First International Bank & Trust 440.08%0.11%0.14%Q4 2022Q3 20234
CONNING INC. 440.14%0.15%0.16%Q3 2018Q2 20194
CHILTON INVESTMENT CO INC. 440.01%0.01%0.01%Q2 2020Q1 20214
MinichMacGregor Wealth Management, LLC 310.61%1.22%2.92%Q1 2020Q3 20214
Astoria Portfolio Advisors LLC. 310.11%0.44%0.86%Q4 2021Q4 20224
Catalyst Capital Advisors LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Estate Counselors, LLC 440.02%0.17%0.26%Q1 2021Q4 20214
Crosspoint Capital Strategies, LLC 440.00%0.08%0.32%Q1 2015Q4 20154
Allred Capital Management, LLC 310.02%0.11%0.16%Q4 2018Q4 20194
Vestpro Financial Partners, Inc. dba CPF Texas 441.78%1.89%1.97%Q4 2017Q3 20184
Park Place Capital Corp 440.06%0.08%0.08%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
CORBETT ROAD CAPITAL MANAGEMENT, LLC 441.21%1.56%2.04%Q4 2019Q3 20204
OAK FAMILY ADVISORS, LLC 440.72%0.96%1.28%Q1 2022Q4 20224
1 NORTH WEALTH SERVICES LLC 225.47%5.63%5.94%Q4 2018Q4 20194
Seed Wealth Management, Inc. 443.33%4.56%5.82%Q4 2022Q3 20234
Knuff & Co LLC 440.01%0.88%2.20%Q1 2022Q4 20224
PFS INVESTMENTS INC. 310.25%0.34%0.41%Q1 2018Q1 20224
EverSource Wealth Advisors, LLC 310.08%0.27%0.38%Q3 2022Q3 20234
Jackson Creek Investment Advisors LLC 440.22%0.23%0.24%Q4 2022Q3 20234
Aveo Capital Partners, LLC 310.09%0.12%0.18%Q4 2016Q1 20204
Azimuth Capital Investment Management LLC 440.01%0.02%0.02%Q2 2022Q1 20234
Bruderman Asset Management, LLC 440.01%0.11%0.21%Q1 2019Q4 20194
BBJS FINANCIAL ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
MRA Associates USA LLC 440.96%1.88%2.85%Q4 2018Q3 20194
Blue Edge Capital, LLC 441.24%1.41%1.50%Q1 2022Q4 20224
Core Wealth Partners LLC 440.38%1.05%1.32%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 310.01%0.04%0.06%Q3 2014Q3 20154
MILESTONE ASSET MANAGEMENT, LLC 440.10%0.16%0.21%Q4 2022Q3 20234
Latitude Advisors, LLC 440.15%0.18%0.22%Q2 2021Q1 20224
Fulcrum Equity Management 440.08%0.16%0.27%Q3 2020Q2 20214
AGF INVESTMENTS INC. 440.07%0.13%0.19%Q1 2015Q4 20154
Allen Capital Group, LLC 440.08%0.20%0.24%Q1 2019Q4 20194
Sonora Investment Management, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Cable Hill Partners, LLC 440.29%0.51%0.82%Q4 2018Q3 20194
Vantage Investment Advisors, LLC 440.00%0.00%0.01%Q2 2016Q1 20174
Pachira Investments Inc. 445.50%7.72%9.30%Q1 2021Q4 20214
Compass Ion Advisors, LLC 310.10%0.15%0.19%Q3 2021Q3 20224
Y.D. More Investments Ltd 440.01%0.02%0.03%Q4 2022Q3 20234
Ascent Group, LLC 310.04%0.05%0.05%Q4 2021Q3 20234
Balboa Wealth Partners 440.07%0.11%0.14%Q3 2022Q2 20234
Autumn Glory Partners, LLC 440.11%0.14%0.17%Q2 2022Q1 20234
FIRST HORIZON CORP 440.05%0.07%0.08%Q3 2020Q2 20214
Stonehearth Capital Management, LLC 440.32%0.46%0.80%Q1 2022Q4 20224
Shira Ridge Wealth Management 442.66%3.30%4.15%Q4 2022Q3 20234
Saba Capital Management, L.P. 330.02%0.50%1.44%Q4 2013Q2 20143
DAVIDSON INVESTMENT ADVISORS 330.13%0.13%0.14%Q1 2023Q3 20233
Nilsine Partners, LLC 330.19%0.20%0.21%Q1 2023Q3 20233
MONECO Advisors, LLC 330.18%0.19%0.19%Q1 2019Q3 20193
LBA Wealth Management, LLC 330.04%0.08%0.17%Q3 2016Q1 20173
KMS FINANCIAL SERVICES, INC 330.03%0.04%0.04%Q1 2014Q3 20143
SG Select LLC 337.09%7.78%8.21%Q3 2013Q1 20143
Barnett & Company, Inc. 210.00%0.00%0.01%Q2 2016Q4 20213
Kathmere Capital Management, LLC 210.02%0.20%0.58%Q4 2019Q4 20203
Advisors Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
EP Wealth Advisors, LLC 210.00%0.01%0.02%Q2 2019Q3 20233
Quadrant Private Wealth Management, LLC 210.08%0.19%0.24%Q2 2019Q4 20223
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.01%Q3 2022Q1 20233
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2022Q3 20233
Cedar Mountain Advisors, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
STOCK YARDS BANK & TRUST CO 330.01%0.01%0.01%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.01%0.02%0.03%Q1 2023Q3 20233
PACES FERRY WEALTH ADVISORS, LLC 334.28%4.39%4.58%Q1 2023Q3 20233
Lake Point Wealth Management 330.00%0.01%0.01%Q4 2018Q2 20193
Stone Toro Investment Advisers, LP 331.41%1.96%2.72%Q3 2013Q1 20143
BAYSHORE ASSET MANAGEMENT, LLC 330.22%0.30%0.41%Q4 2021Q2 20223
Atomi Financial Group, Inc. 330.54%0.61%0.71%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.03%0.06%Q1 2023Q3 20233
Rotella Capital Management, Inc. 331.23%1.56%2.09%Q2 2013Q4 20133
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.02%0.05%0.12%Q1 2020Q3 20203
Lion Street Advisors, LLC 110.58%0.71%0.92%Q1 2020Q2 20213
Edgestream Partners, L.P. 330.06%0.10%0.14%Q1 2023Q3 20233
Breakwater Capital Group 330.11%0.14%0.17%Q1 2023Q3 20233
HB Wealth Management, LLC 330.03%0.03%0.03%Q3 2022Q1 20233
ASPIRIANT, LLC 330.08%0.18%0.26%Q1 2014Q3 20143
PRING TURNER CAPITAL GROUP INC 210.10%0.12%0.14%Q4 2014Q3 20153
Headlands Technologies LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Vericrest Private Wealth 333.51%3.95%4.33%Q4 2021Q2 20223
Industrial Alliance Investment Management Inc. 330.01%0.01%0.02%Q2 2022Q4 20223
Pinkerton Retirement Specialists, LLC 330.39%0.43%0.46%Q2 2016Q4 20163
Zullo Investment Group, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Asio Capital, LLC 332.98%3.65%4.86%Q1 2022Q3 20223
Security Financial Services, INC. 330.08%0.13%0.18%Q2 2022Q4 20223
Gerber Kawasaki Wealth & Investment Management 330.08%0.10%0.13%Q1 2023Q3 20233
Secrest Blakey & Associates, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
AVALON CAPITAL MANAGEMENT 330.28%0.30%0.33%Q1 2018Q3 20183
RPg Family Wealth Advisory, LLC 210.02%0.03%0.04%Q4 2015Q4 20173
Premia Global Advisors, LLC 331.62%2.50%3.32%Q4 2018Q2 20193
Ascendant Capital Management, LLC 110.89%5.98%12.39%Q1 2021Q1 20233
Hamilton Wealth, LLC 330.14%0.14%0.15%Q1 2021Q3 20213
QS Investors, LLC 330.01%0.01%0.02%Q2 2015Q4 20153
Novak Financial Planning, LLC 330.48%0.51%0.54%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
FOUNDERS FINANCIAL SECURITIES LLC 210.03%0.04%0.04%Q3 2022Q2 20233
Glass Jacobson Investment Advisors llc 211.42%1.45%1.51%Q4 2022Q3 20233
ACG Wealth 210.02%0.03%0.04%Q4 2018Q2 20223
Pinnacle Private Wealth, LLC 330.12%0.29%0.45%Q4 2021Q2 20223
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.48%0.60%0.71%Q1 2023Q3 20233
Townsend & Associates, Inc 330.62%0.66%0.71%Q1 2022Q3 20223
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.05%0.08%0.11%Q3 2018Q1 20193
MRP Capital Investments, LLC 330.39%0.93%1.97%Q4 2022Q2 20233
Clarity Financial LLC 210.04%0.14%0.20%Q1 2022Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q1 2015Q1 20173
Cougar Global Investments Ltd 330.00%0.00%0.00%Q2 2018Q4 20183
SimpliFi, Inc. 331.02%1.43%1.93%Q4 2017Q2 20183
HUTCHINSON CAPITAL MANAGEMENT/CA 330.11%0.11%0.12%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Financial Engines Advisors L.L.C. 330.01%0.02%0.03%Q4 2018Q2 20193
SouthState Corp 330.00%0.00%0.01%Q4 2021Q2 20223
LAKE STREET PRIVATE WEALTH, LLC 330.05%0.05%0.05%Q2 2022Q4 20223
Congress Wealth Management LLC / DE / 330.01%0.01%0.01%Q3 2022Q1 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.30%0.30%0.30%Q1 2023Q3 20233
San Luis Wealth Advisors LLC 330.00%0.46%0.98%Q1 2022Q3 20223
LGT Financial Advisors LLC 210.06%0.07%0.08%Q4 2022Q3 20233
JUNCTURE WEALTH STRATEGIES, LLC 330.18%0.36%0.53%Q1 2019Q3 20193
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
FIRST NATIONAL TRUST CO 210.05%0.07%0.09%Q4 2018Q1 20203
Royal Harbor Partners, LLC 333.09%3.91%5.10%Q1 2022Q3 20223
NORTHERN CAPITAL MANAGEMENT LLC 330.81%1.27%1.55%Q2 2018Q4 20183
Centennial Wealth Advisory LLC 210.27%1.75%4.58%Q4 2020Q4 20223
RiverTree Advisors, LLC 211.30%1.71%1.93%Q1 2021Q1 20223
Psagot Value Holdings Ltd. 210.00%0.00%0.00%Q4 2017Q4 20183
Advisor Resource Council 330.09%0.20%0.33%Q1 2023Q3 20233
Columbia Trust Co 01012016 330.24%0.42%0.52%Q4 2019Q2 20203
MATTERN CAPITAL MANAGEMENT, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.01%0.59%1.75%Q4 2022Q2 20233
Financial Gravity Companies, Inc. 210.03%0.13%0.24%Q4 2017Q4 20183
Leelyn Smith, LLC 330.01%0.02%0.03%Q1 2020Q3 20203
RDA Financial Network 330.88%1.12%1.27%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Partnervest Advisory Services LLC 210.00%0.12%0.18%Q4 2013Q4 20153
Bremer Bank National Association 210.02%0.04%0.05%Q1 2019Q3 20223
SEGALL BRYANT & HAMILL, LLC 330.01%0.01%0.01%Q1 2016Q3 20163
Prestige Wealth Management Group LLC 330.21%0.26%0.28%Q4 2018Q2 20193
Genesis Wealth Advisors, LLC 330.16%0.21%0.24%Q4 2014Q2 20153
Eldridge Investment Advisors, Inc. 210.11%0.18%0.22%Q2 2022Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Curran Financial Partners, LLC 330.13%0.17%0.23%Q1 2021Q3 20213
Robertson Stephens Wealth Management, LLC 330.02%0.04%0.07%Q2 2022Q4 20223
BRANDYWINE OAK PRIVATE WEALTH LLC 210.04%1.89%5.58%Q4 2018Q4 20193
Argent Wealth Management LLC 331.98%2.08%2.18%Q4 2019Q2 20203
Waverly Advisors, LLC 210.02%0.02%0.03%Q4 2017Q1 20233
Clearshares LLC 330.82%0.85%0.89%Q1 2020Q3 20203
Kraft, Davis & Associates, LLC 210.12%0.15%0.18%Q4 2022Q3 20233
SWM Advisors 335.14%5.94%6.68%Q1 2022Q3 20223
Fortress Wealth Group, LLC 210.23%1.56%3.32%Q1 2022Q4 20223
PFG Investments, LLC 330.23%0.24%0.26%Q1 2023Q3 20233
Financial Freedom, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
HCR Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Madden Advisory Services, Inc. 330.01%0.01%0.01%Q2 2014Q4 20143
Capital Wealth Planning, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
SPRING CREEK CAPITAL LLC 330.13%0.53%0.80%Q2 2018Q4 20183
Phraction Management LLC 330.15%0.72%1.07%Q4 2021Q2 20223
Clear Creek Financial Management, LLC 330.10%0.11%0.13%Q4 2019Q2 20203
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CEDAR CAPITAL, LLC 330.10%0.12%0.15%Q2 2016Q4 20163
Watermark Asset Management, Inc. 220.56%0.59%0.62%Q3 2018Q4 20182
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2020Q2 20232
Rain Capital Management, LLC 220.00%1.41%2.82%Q2 2022Q3 20222
Doyle Wealth Management 110.01%0.02%0.04%Q1 2018Q4 20182
Alpha DNA Investment Management LLC 220.06%0.07%0.07%Q4 2020Q1 20212
Urban Wealth Management, LLC 110.03%1.24%2.44%Q4 2020Q2 20222
Choate Investment Advisors 220.03%0.04%0.05%Q4 2018Q1 20192
GRAYHAWK INVESTMENT STRATEGIES INC. 220.33%1.23%2.14%Q3 2022Q4 20222
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
TBH Global Asset Management, LLC 220.11%0.12%0.13%Q2 2022Q3 20222
UNION SAVINGS BANK 220.91%0.93%0.95%Q2 2023Q3 20232
Jane Street Holding, LLC 220.01%0.01%0.02%Q3 2013Q4 20132
SILVER OAK SECURITIES, INCORPORATED 220.10%0.24%0.38%Q1 2022Q2 20222
AXS Investments LLC 220.81%0.88%0.95%Q2 2023Q3 20232
Indie Asset Partners, LLC 220.76%1.00%1.24%Q4 2019Q1 20202
Scissortail Wealth Management, LLC 112.40%2.40%2.40%Q4 2021Q2 20222
LaSalle St. Investment Advisors, LLC 220.12%0.12%0.12%Q1 2023Q2 20232
FourThought Financial, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
COLLECTIVE FAMILY OFFICE LLC 110.11%0.13%0.14%Q3 2021Q1 20222
Barrett Asset Management, LLC 110.00%0.01%0.03%Q1 2015Q3 20212
HawsGoodwin Investment Management LLC 220.11%0.14%0.16%Q4 2019Q1 20202
IAMS WEALTH MANAGEMENT, LLC 110.25%0.38%0.52%Q1 2023Q3 20232
Baldrige Asset Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Virtu Financial LLC 110.04%0.05%0.05%Q2 2018Q3 20192
Summit Wealth Group, LLC 220.03%0.03%0.04%Q1 2021Q2 20212
Paulson Wealth Management Inc. 110.01%0.16%0.31%Q4 2017Q3 20182
Capital One Investing, Inc. 220.08%0.13%0.18%Q2 2019Q3 20192
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20212
Farmers & Merchants Trust Co of Chambersburg PA 220.01%0.02%0.03%Q2 2023Q3 20232
DeDora Capital, Inc. 220.17%0.18%0.19%Q3 2022Q4 20222
Fortis Capital Advisors, LLC 220.05%0.26%0.47%Q4 2022Q1 20232
Legacy Capital Wealth Partners, LLC 110.64%0.80%0.96%Q1 2023Q3 20232
Coppell Advisory Solutions Corp. 220.07%0.56%1.06%Q4 2022Q1 20232
Abundance Wealth Counselors 220.10%0.38%0.67%Q4 2018Q1 20192
Magnolia Wealth Management, LLC 2220.56%21.54%22.51%Q1 2022Q2 20222
LS Investment Advisors, LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Mascoma Wealth Management LLC 221.63%1.63%1.64%Q4 2016Q1 20172
TrinityPoint Wealth, LLC 220.79%0.80%0.80%Q4 2018Q1 20192
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FULTON BREAKEFIELD BROENNIMAN LLC 220.24%0.27%0.30%Q3 2019Q4 20192
Harvest Investment Services, LLC 220.26%0.33%0.40%Q2 2022Q3 20222
Amplius Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20232
Cardinal Strategic Wealth Guidance 220.10%0.18%0.25%Q1 2022Q2 20222
Synergy Asset Management, LLC 111.96%2.41%2.86%Q3 2022Q3 20232
INVENIO WEALTH PARTNERS LLC 220.26%0.34%0.42%Q2 2023Q3 20232
Risk Paradigm Group, LLC 220.66%0.85%1.04%Q1 2015Q2 20152
Blue Sky Asset Management, LLC 110.57%1.68%2.78%Q4 2019Q4 20202
Investors Capital Advisory Services 220.05%0.05%0.06%Q1 2016Q2 20162
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.10%0.12%0.14%Q4 2022Q2 20232
USA FINANCIAL FORMULAS 220.22%0.22%0.22%Q4 2016Q1 20172
MKD WEALTH COACHES, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Independence Wealth Advisors, Inc. 220.93%0.93%0.94%Q4 2017Q1 20182
EDGE ASSET MANAGEMENT, INC 220.03%0.03%0.03%Q4 2016Q1 20172
Long Wharf Investors, Inc. 220.88%0.90%0.91%Q1 2014Q2 20142
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
RETIREMENT CAPITAL STRATEGIES 229.33%9.52%9.71%Q3 2022Q4 20222
CLIENT 1ST ADVISORY GROUP, LLC 220.53%0.81%1.10%Q4 2019Q1 20202
Pinion Investment Advisors, LLC 220.10%0.16%0.22%Q3 2021Q4 20212
Private Portfolio Partners LLC 110.15%0.17%0.20%Q4 2018Q2 20192
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
HT Partners LLC 220.83%1.07%1.32%Q2 2013Q3 20132
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Aviance Capital Partners, LLC 220.07%0.08%0.09%Q4 2018Q1 20192
GIRARD SECURITIES, INC. 220.21%0.22%0.24%Q2 2017Q3 20172
Capital Investment Counsel, Inc 110.00%0.01%0.01%Q3 2019Q1 20222
Legacy Wealth Planning, LLC 220.34%0.36%0.37%Q2 2022Q3 20222
CABANA LLC 110.00%0.01%0.01%Q4 2019Q2 20202
CAPITAL ONE, NATIONAL ASSOCIATION 110.02%0.06%0.10%Q4 2013Q4 20192
Focused Wealth Management, Inc 110.00%0.01%0.01%Q3 2015Q4 20222
Bray Capital Advisors 220.01%0.01%0.01%Q2 2015Q3 20152
State of Tennessee, Treasury Department 110.02%0.03%0.03%Q4 2018Q2 20192
Hirtle Callaghan & Co LLC 110.03%0.05%0.06%Q4 2021Q3 20222
GODSEY & GIBB, INC 220.00%0.00%0.00%Q2 2021Q3 20212
RATIONAL ADVISORS LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Simplify Asset Management Inc. 220.03%0.12%0.21%Q1 2023Q2 20232
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Independent Advisor Alliance 110.96%1.05%1.13%Q1 2017Q4 20192
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20222
Omega Financial Group, LLC 220.44%0.46%0.47%Q2 2020Q3 20202
CLEAR INVESTMENT RESEARCH, LLC 220.08%0.08%0.08%Q1 2015Q2 20152
Tri-Star Advisors Inc. 220.97%1.75%2.53%Q2 2020Q3 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Oak Point Wealth Management 221.38%1.41%1.44%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.34%0.38%0.42%Q2 2013Q3 20132
Summit Financial, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Sandy Spring Bank 110.00%0.01%0.02%Q3 2018Q2 20212
Bridge Advisory, LLC 220.10%0.10%0.10%Q3 2022Q4 20222
Country Club Trust Company, n.a. 110.02%0.04%0.06%Q3 2018Q4 20212
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Exchange Bank 220.21%0.35%0.49%Q2 2023Q3 20232
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q3 20232
Glovista Investments LLC 220.63%0.94%1.25%Q2 2018Q3 20182
ICA Group Wealth Management, LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q3 20222
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2013Q1 20232
Financial Sense Advisors, Inc. 229.26%13.15%17.04%Q3 2018Q4 20182
Centerpoint Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Meridian Wealth Partners, LLC 220.02%0.02%0.03%Q4 2020Q1 20212
Wells Financial Advisors INC 220.58%0.59%0.60%Q4 2022Q1 20232
Plan Group Financial, LLC 110.23%0.39%0.54%Q2 2022Q3 20232
Inlet Private Wealth, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 221.48%1.52%1.56%Q2 2023Q3 20232
PICTET ASSET MANAGEMENT SA 220.01%0.01%0.01%Q1 2023Q2 20232
FOUNDERS BANK & TRUST 220.01%0.03%0.05%Q3 2013Q4 20132
D L CARLSON INVESTMENT GROUP INC 220.27%0.28%0.30%Q2 2023Q3 20232
AFFINITY WEALTH MANAGEMENT LLC 220.12%0.18%0.24%Q2 2013Q3 20132
HighMark Wealth Management LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Cherry Tree Wealth Management, LLC 220.19%0.19%0.20%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.07%0.07%0.07%Q4 2014Q1 20152
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 221.52%1.62%1.72%Q2 2018Q3 20182
VERUS CAPITAL PARTNERS, LLC 220.02%0.17%0.33%Q4 2019Q1 20202
OneAscent Financial Services LLC 220.46%0.60%0.73%Q2 2023Q3 20232
Cyrus J. Lawrence, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Zions Bancorporation, N.A. 220.01%0.01%0.01%Q2 2022Q3 20222
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q3 2019Q4 20192
Allegis Investment Advisors, LLC 110.00%0.46%0.91%Q4 2015Q1 20172
Family Management Corp 220.00%0.00%0.00%Q2 2019Q3 20192
Freestone Capital Holdings, LLC 220.00%0.01%0.01%Q3 2020Q4 20202
Janney Capital Management LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Paloma Partners Management Co 220.01%0.01%0.01%Q3 2019Q4 20192
ALTERNA WEALTH MANAGEMENT, INC 110.27%0.34%0.42%Q4 2018Q2 20232
MACKENZIE FINANCIAL CORP 220.05%0.09%0.13%Q4 2018Q1 20192
Windsor Wealth Management, Inc. 221.30%1.54%1.78%Q4 2021Q1 20222
Quantitative Strategies, Inc. 225.08%5.22%5.37%Q2 2023Q3 20232
ESL Trust Services, LLC 220.77%0.80%0.84%Q4 2019Q1 20202
Econ Financial Services Corp 220.05%0.25%0.45%Q4 2021Q1 20222
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q1 20222
Segment Wealth Management, LLC 220.46%0.48%0.50%Q1 2018Q2 20182
Evercore Wealth Management, LLC 110.00%0.01%0.01%Q1 2016Q4 20162
Taylor Hoffman Wealth Management 220.02%0.02%0.02%Q4 2017Q1 20182
Invst, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q3 20142
Avestar Capital, LLC 110.01%0.04%0.08%Q4 2017Q2 20222
ROCKLAND TRUST CO 220.05%0.06%0.08%Q4 2018Q1 20192
ShoreHaven Wealth Partners, LLC 220.86%1.25%1.65%Q3 2022Q4 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2022Q2 20222
TCG Advisors, LP 220.01%0.02%0.03%Q1 2019Q2 20192
Revisor Wealth Management LLC 110.19%0.24%0.28%Q1 2023Q3 20232
Wealth Alliance Advisory Group, LLC 220.12%0.72%1.32%Q4 2017Q1 20182
GM Advisory Group, LLC 220.03%0.03%0.04%Q2 2020Q3 20202
Private Capital Advisors, Inc. 220.09%0.10%0.10%Q2 2017Q3 20172
PagnatoKarp Partners LLC 220.14%2.28%4.41%Q4 2018Q1 20192
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Global Wealth Management Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Raleigh Capital Management Inc. 110.24%0.24%0.24%Q4 2022Q4 20221
Rice Partnership, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cassady Schiller Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q1 20181
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q3 2022Q3 20221
G&S Capital LLC 114.54%4.54%4.54%Q1 2023Q1 20231
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.01%0.01%0.01%Q3 2022Q3 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
IBEX WEALTH ADVISORS 110.08%0.08%0.08%Q2 2019Q2 20191
SlateStone Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
TKG Advisors, LLC 114.72%4.72%4.72%Q1 2023Q1 20231
Williams Financial, LLC 117.13%7.13%7.13%Q4 2022Q4 20221
Tevis Investment Management 110.02%0.02%0.02%Q1 2022Q1 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
EPG Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q1 2018Q1 20181
Kellett Wealth Advisors, LLC 116.99%6.99%6.99%Q1 2022Q1 20221
VANCE WEALTH, INC. 110.21%0.21%0.21%Q4 2021Q4 20211
Coston, McIsaac & Partners 110.07%0.07%0.07%Q4 2022Q4 20221
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
Northstar Advisory Group, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
TORONTO DOMINION BANK 110.01%0.01%0.01%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.58%0.58%0.58%Q2 2013Q2 20131
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
1492 Capital Management LLC 110.24%0.24%0.24%Q1 2022Q1 20221
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q2 2023Q2 20231
ACUTE INVESTMENT ADVISORY, LLC 110.55%0.55%0.55%Q1 2022Q1 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
MCIA Inc 110.69%0.69%0.69%Q4 2019Q4 20191
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q4 2013Q4 20131
Anfield Capital Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
LITTLE HOUSE CAPITAL LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q3 20191
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Key Bridge Compliance, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Fidelis Capital Partners, LLC 112.83%2.83%2.83%Q4 2022Q4 20221
Warberg Asset Management LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Winch Advisory Services, LLC 113.28%3.28%3.28%Q4 2018Q4 20181
Copperleaf Capital, LLC 111.52%1.52%1.52%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Great Lakes Retirement, Inc. 110.58%0.58%0.58%Q4 2019Q4 20191
BT Wealth Management LLC 110.80%0.80%0.80%Q4 2018Q4 20181
Evanson Asset Management, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
BIVIN & ASSOCIATES, INC. 114.11%4.11%4.11%Q2 2022Q2 20221
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sterling Investment Counsel, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q1 2015Q1 20151
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Running Point Capital Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Jump Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pathlight Investors LLC 110.25%0.25%0.25%Q4 2018Q4 20181
K.J. Harrison & Partners Inc 110.14%0.14%0.14%Q4 2018Q4 20181
Coyle Financial Counsel LLC 110.76%0.76%0.76%Q4 2013Q4 20131
Resonant Capital Advisors, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
9258 Wealth Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Sanford Advisory Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Parkside Investments, LLC 111.06%1.06%1.06%Q2 2022Q2 20221
Apollo Management Holdings, L.P. 110.52%0.52%0.52%Q3 2018Q3 20181
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Element Wealth, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Diversified Portfolios, Inc. 111.05%1.05%1.05%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MATRIX PRIVATE CAPITAL GROUP LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Pine Valley Investments Ltd Liability Co 110.04%0.04%0.04%Q3 2023Q3 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 111.14%1.14%1.14%Q1 2020Q1 20201
Holloway Wealth Management, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Vigilare Wealth Management 110.76%0.76%0.76%Q4 2023Q4 20231
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Farmers National Bank 110.01%0.01%0.01%Q4 2017Q4 20171
Freedman Financial Associates, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
KENNICOTT CAPITAL MANAGEMENT LLC 110.94%0.94%0.94%Q3 2021Q3 20211
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CAHILL FINANCIAL ADVISORS INC 110.04%0.04%0.04%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
PIERSHALE FINANCIAL GROUP, INC. 1114.25%14.25%14.25%Q3 2015Q3 20151
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
REUTER JAMES WEALTH MANAGEMENT, LLC 110.48%0.48%0.48%Q4 2022Q4 20221
GENWORTH FINANCIAL INC 111.35%1.35%1.35%Q2 2013Q2 20131
CMC Financial Group 110.29%0.29%0.29%Q2 2019Q2 20191
Stratford Consulting, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
JB Capital LLC 110.05%0.05%0.05%Q3 2022Q3 20221
FINANCIAL COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.62%0.62%0.62%Q1 2019Q1 20191
Flagship Private Wealth, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Divergent Planning, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Kiwi Wealth Investments Limited Partnership 112.22%2.22%2.22%Q4 2022Q4 20221
Mosaic Family Wealth, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2018Q1 20181
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Claro Advisors LLC 110.07%0.07%0.07%Q4 2018Q4 20181
RESTON WEALTH MANAGEMENT LLC 110.23%0.23%0.23%Q2 2022Q2 20221
Price Capital Management, Inc. 1113.50%13.50%13.50%Q2 2023Q2 20231
CITY HOLDING CO 110.00%0.00%0.00%Q2 2019Q2 20191
LWS Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
EXELON CORP 112.99%2.99%2.99%Q4 2021Q4 20211
BlackRock Fund Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Tarbox Family Office, Inc. 110.47%0.47%0.47%Q4 2017Q4 20171
Prime Capital Investment Advisors, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Model Capital Management LLC 1110.72%10.72%10.72%Q3 2020Q3 20201
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Altus Wealth Group LLC 110.19%0.19%0.19%Q4 2022Q4 20221
FURE FINANCIAL CORP 116.18%6.18%6.18%Q2 2022Q2 20221
Questar Asset Management, Inc. 111.53%1.53%1.53%Q4 2018Q4 20181
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Clearstead Advisors, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
JSF Financial, LLC 112.50%2.50%2.50%Q4 2022Q4 20221
55I, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SevenBridge Financial Group, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Merit Financial Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Pacifica Partners Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Arcus Capital Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q3 2023Q3 20231
Lavaca Capital LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Olympiad Research LP 114.08%4.08%4.08%Q4 2019Q4 20191
Wright Fund Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Larson Financial Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Jolley Asset Management, LLC 111.69%1.69%1.69%Q1 2018Q1 20181
SYON CAPITAL LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Biltmore Family Office, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
KPP Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Santori & Peters, Inc. 110.35%0.35%0.35%Q2 2020Q2 20201
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 111.03%1.03%1.03%Q1 2022Q1 20221
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Northside Capital Management, LLC 110.82%0.82%0.82%Q3 2022Q3 20221
FIRST FINANCIAL EQUITY CORPORATION 111.13%1.13%1.13%Q1 2017Q1 20171
Thomas J. Herzfeld Advisors, Inc. 112.89%2.89%2.89%Q3 2018Q3 20181
Great Point Wealth Advisors, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Jabre Capital Partners S.A. 114.21%4.21%4.21%Q3 2018Q3 20181
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Texan Capital Management 110.63%0.63%0.63%Q1 2017Q1 20171
Brio Consultants, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
COMMERCE BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Bleakley Financial Group, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Obsidian Personal Planning Solutions LLC 114.25%4.25%4.25%Q3 2023Q3 20231
Legal Advantage Investments, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Farmer Steven Patrick 110.00%0.00%0.00%Q2 2022Q2 20221
Perennial Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Kalos Management, Inc. 110.21%0.21%0.21%Q1 2023Q1 20231
Canal Capital Management, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ROGCO, LP 110.03%0.03%0.03%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Marquette Asset Management, LLC 110.10%0.10%0.10%Q1 2014Q1 20141
Mattern Wealth Management LLC 112.14%2.14%2.14%Q1 2021Q1 20211
Future Financial Wealth Managment LLC 110.12%0.12%0.12%Q4 2021Q4 20211
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
PRW Wealth Management LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Perfromance Wealth Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.07%0.07%0.07%Q4 2021Q4 20211
DEFINED WEALTH MANAGEMENT, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Bryn Mawr Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Graypoint LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Trail Ridge Investment Advisors, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Litman Gregory Wealth Management LLC 110.13%0.13%0.13%Q2 2022Q2 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Truepoint, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Lombard Odier & Cie (Bahamas) Ltd 110.08%0.08%0.08%Q2 2014Q2 20141
Alexandria Capital, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
PARTHENON LLC 110.05%0.05%0.05%Q4 2020Q4 20201
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
Castle Rock Wealth Management, LLC 113.23%3.23%3.23%Q3 2023Q3 20231
WealthTrust Asset Management, LLC 113.90%3.90%3.90%Q3 2023Q3 20231
Callan Capital, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Icon Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Activest Wealth Management 110.02%0.02%0.02%Q3 2022Q3 20221
Pinnacle Wealth Planning Services, Inc. 110.17%0.17%0.17%Q4 2018Q4 20181
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Alaska Wealth Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
Delphi Private Advisors LLC 110.31%0.31%0.31%Q4 2015Q4 20151
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
ATLAS CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
London & Capital Asset Management Ltd 110.07%0.07%0.07%Q2 2022Q2 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
LJI Wealth Management, LLC 115.17%5.17%5.17%Q4 2022Q4 20221
HMS Capital Management, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
CIBC BANK USA 110.03%0.03%0.03%Q3 2018Q3 20181
External links

This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.